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 Tonna is a financial advisor who has been in the industry for over 6 years. Aaron is currently registered with Fidelity Personal And Workplace Advisors in Novi, Michigan. Aaron has experience with various investment strategies and is dedicated to providing personalized financial advice. He has Series 6, 7, and 66 licenses. Previously, Aaron worked with Vanguard Marketing Corporation in Charlotte, North Carolina. Aaron holds a combined total of 3 product and 2 state exams and currently has active registrations in 30 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/12/2021 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
NC
02/22/2017 - 09/25/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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