Aaron Payan (CRD# 5730915) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Midland, TX and has over 5 years of experience in the finance industry.
CRD# 2534789
Mutual Of Omaha Investor Services, Inc.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Midland, TX | Apr 2024 - Current | < 1 |
| Charles Schwab & Company, Inc. | Midland, TX | Apr 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Naples, FL | May 2022 - Mar 2024 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples, FL | Apr 2022 - May 2022 | < 1 |
| Jp Morgan Chase Bank, Na | Naples, FL | Aug 2020 - May 2022 | 1 |
| Unemployed | Naples, FL | Dec 2021 - Apr 2022 | < 1 |
| J.p. Morgan Securities LLC | Naples, FL | Aug 2008 - Nov 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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