
Aaron Coppleemail
Professional Story
Preparing for the next step in life isn’t always easy.
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.
My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs.
I am licensed to sell insurance in: UT, CO, WI, and NC and securities in: AK, AZ, CA, CO, FL, MA, MS, MO, NE, NM, NY, NC, OK, OR, TN, TX, UT, WA, and WI. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 2901 W Blue Grass Blvd, Suite 320, Lehi, UT 84048. Supervisory ph# 919-660-1717.
Education
Utah Tech University (2002-2008), Salt lake Community College (2004-2005)
Hobbies
Raising and training pack llamas, Hiking, Camping
Languages: English, Spanish
Credentials: CRPC®
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, Retirement Strategies, Estate Planning, Financial Planning
Check the background of this investment professional on FINRA's BrokerCheck