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Aaron Bercovitch

Kinetic Financial

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About Aaron Bercovitch

Aaron Bercovitch is a financial advisor at Kinetic Financial. Aaron has been in the financial services industry since 2015 and holds licenses to sell securities in Florida. Aaron is a financial planner and has been involved in community activities such as serving on the Board of Governors for the UWF Historic Trust.

Firm Information

Aaron Bercovitch is currently registered with Kinetic Financial. Kinetic Financial is an investment advisor that provides financial planning, pension consulting, and portfolio management services for individuals and other investment advisors. They offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Bercovitch’s Registration & Firm History

FL

01/01/2025 - Present

Kinetic Financial (PENSACOLA FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Bercovitch.
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