Marc Aarons

Financial Adviser at Money Managers, Inc. in Laguna Hills, CA

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About

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(714) 887-8000

www.ocmoneymanagers.com

Address

24031 El Toro Road Suite #200 in Laguna Hills, CA 92653

Info

Languages: English Japanese

Year started: 2000

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Specialties

Annuities
Bonds & Fixed Income
Business Planning
Commodities
Education Savings
Equities
Estate Planning

Life Insurance
Mutual Funds
Retirement Planning
Risk Management
Tax Advantaged Investments
Other

Servicing

Credentials

Licenses

Life/ Health / Disability License

License # 0D27148 As of January 3, 2000

Series 66

This Series 66 is the newest exam offered by NASAA. In essence, it combines the Series 63 and 65 exams into one 150-minute exam. This test contains no investment material, as the Series 66 license is only available to candidates that are already Series 7 licensed. As of January 1, 2001

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of January 5, 2001

Associations

Rotary Club of Newport Balboa

Member April 2003 – present

Baden Powell Fellow

Member March 2006 – present

Advisory Board E-Academy

Member January 2013 – present

Rotary District 5320

Member June 2014 – present

Certifications

CSA

Certified Senior Advisor

Accomplishments

Awards

Eagle Scout

BSA August 7, 1987

Cliff Docterman International Service Award

Rotary November 16, 2013

Paul Harris Society Member

Rotary Internatinoal July 1, 2015

Publications

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Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Registered Representative

New England Securities January 2000 – December 2001

registered Representative

Crown Capital Securities January 2001 – September 2009

Investment Advisor

Money Managers Inc. September 2009 – present

Education

Kyoto University -Exchange Program

Asian Studies Certificate 1992

Oklahoma State Unviversity

International Economics 1996

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