Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Anthony Pisani is a financial advisor with Manning & Napier Advisors, LLC. Aaron is licensed in multiple states, including New York and Florida. Aaron has been in the financial services industry since 2001. Prior to joining Manning & Napier, Aaron worked at firms such as Guardian Investor Services LLC, Morningstar Investment Services, Inc., OppenheimerFunds Distributor, Inc., Bear, Stearns & Co. Inc., and Mercer Allied Company, L.P. Aaron offers financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Aaron specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
07/29/2021 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
06/27/2012 - 11/22/2013
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IL
03/10/2011 - 06/26/2012
MORNINGSTAR INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
05/26/2004 - 03/08/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
09/13/2002 - 05/19/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/23/2001 - 09/18/2002
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 04/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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