Aaron Poreda, financial advisor La Jolla CA

Aaron Poreda

CRD Number: 6937121
Current Firm: Northwestern Mutual Investment Services,llc

Aaron Poreda (CRD# 6937121) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in La Jolla, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor La Jolla CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor La Jolla CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor La Jolla CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2022 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2021 - Current < 1
Northwestern Mutual Investment Services, LLC La Jolla, CA Dec 2021 - Current < 1
Frozen Ropes San Diego, CA Oct 2021 - Current < 1
American Income Life San Diego, CA Oct 2021 - Oct 2021 < 1
Unemployed Ramona, CA Jul 2021 - Oct 2021 < 1
Jpmorgan Chase San Diego,, CA Apr 2018 - Jul 2021 3
Unemployed Ramona, CA Dec 2017 - Apr 2018 < 1
Student San Francisco, CA Sep 2017 - Dec 2017 < 1
Unemployed Ramona, CA Dec 2016 - Sep 2017 < 1
Yomiuri Giants Tokyo, Dec 2014 - Dec 2016 2
Texas Rangers Arlington, TX Dec 2013 - Dec 2014 1
Unemployed Pleasanton, CA Dec 2012 - Dec 2013 1
Pittsburgh Pirates Pittsburgh, PA Dec 2011 - Dec 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2018
S65 NASAA Investment Advisors Law Examination May 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Aaron Poreda
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.