John Aanensen, financial advisor New Bedford MA
93 score

John Aanensen

CRD Number: 1218172
Current Firm: Sii Investments, Inc.

John Aanensen (CRD# 1218172) is an Investment Advisor Representative working at Sii Investments, Inc. in New Bedford, MA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments, Inc. New Bedford, MA Nov 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Oct 1997
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for John E. Aanensen
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • CA
  • RI
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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