Aaron Charles Hersch
Accountancy at Dakota Ave, Denver, CO
License number
Colorado 7418
Issued Date
Oct 26, 1982
Renew Date
Dec 1, 2015
Expiration Date
Nov 30, 2017
Type
Certified Public Accountant
Address
Address
5200 E Dakota Ave, Denver, CO 80246
Professional information
Financial Advisor At A&Amp;I Financial Services
Position:
Financial Advisor at A&I Financial Services
Location:
Greater Denver Area
Industry:
Financial Services
Work:
A&I Financial Services
since Jul 2009
-
Financial Advisor
Montclair Group
1986 - 2013
-
President
Education:
University of Colorado at Boulder 1976 - 1980
Bachelor of Science (B.S.), Accounting and Finance College for Financial Planning
Masters of Science, Wealth Planning
Bachelor of Science (B.S.), Accounting and Finance College for Financial Planning
Masters of Science, Wealth Planning
Skills:
Series 7, Retirement Planning, Investment Strategies, Alternative Investments, Strategic Financial Planning, Financial Advisory, 401k, Securities, Wealth Management, Mutual Funds, Series 63, Fixed Annuities
Interests:
I am active in various outdoor activities, working in and for the community, and supporting various causes, especially for for children.