Aaron Winters's Location
Omaha, NE, US
Aaron Winters's Work
- Senior Consultant- Retirement Income Planning @ Osaic
- Financial Advisor @ FNBO
- Certified Financial Planner @ MassMutual Central U.S.
- Manager- Margin and Trading and Cashiering @ Securities America Inc.
- Analyst III- Compliance @ Securities America Inc.
- Analyst II- Trade Support @ Securities America Inc.
- Mutual Fund Accountant @ Northstar Financial
- Credit Risk Analyst @ TD Ameritrade
- Apex Long Term Investor Broker @ TD Ameritrade
- Client Service Representative and Broker @ TD Ameritrade
Aaron Winters's Education
- The American College of Financial Services
Retirement Income Certified Professional
2018 - 2019 - Kansas State University
Master of Science (M.S.) (Financial Planning)
2015 - 2017 - University of Nebraska at Omaha
B.S. (Business Administration; Finance and Banking)
- Metropolitan Community College
Certificate of Acheivement (Financial Planning)
Aaron Winters's Skills
- Estate Planning
- Certified Financial
- Fixed Annuities
- Cash Flow
- Bonds
- Stock Market
- Retirement Planning
- Budget
- Tax
- Investments
Aaron Winters's Summary
Aaron Winters, based in Omaha, NE, US, is currently a Senior Consultant- Retirement Income Planning at Osaic, bringing experience from previous roles at First National Bank of Omaha, Continuum Financial - a member of the MassMutual Financial Group and Securities America, Inc. Member FINRA/SIPC. Aaron Winters holds a 2018 - 2019 Retirement Income Certified Professional @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Certified Financial, Fixed Annuities, Cash Flow, Bonds and more, Aaron Winters contributes valuable insights to the industry. Aaron Winters has 3 emails and 1 mobile phone number on RocketReach.
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