Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
01/01/2025 - Present
Kinetic Financial (PENSACOLA FL)
Active
Inactive
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