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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Bert Pimentel is a financial advisor with Fidelity Personal And Workplace Advisors. Aaron has been in the financial services industry since 2008. Aaron has a Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional. Aaron has experience working with individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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
WA
07/04/2022 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WA
08/28/2019 - 05/26/2022
E*TRADE SECURITIES LLC (Kirkland WA)
CA
11/28/2017 - 11/14/2018
U.S. BANCORP INVESTMENTS, INC. (REDONDO BEACH CA)
CA
08/25/2015 - 12/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING HILLS ESTATES CA)
CA
02/21/2008 - 08/26/2015
SCOTTRADE, INC. (TORRANCE CA)
IA
Issued 09/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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