John AanensenCRD 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 25 years of experience in the finance industry.
Four Ponds Financial Planning
Axis Advisors, LLC
Msi Financial Services, Inc.
|Sii Investments, Inc.||New Bedford, MA||Nov 2002 - Current||15|
|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|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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