Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Stasulis is an investment advisor representative with Infinity Financial Services Advisory. Aaron has been in the financial industry since 1997 and is registered in Maine and Maryland. Aaron has been with Infinity Financial Services Advisory since 2020 and has previously worked with United Planners' Financial Services of America, UVEST Financial Services Group, Inc., and Horace Mann Investors Inc. Aaron specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/04/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
ME
03/01/2019 - 05/07/2019
INFINITY FINANCIAL SERVICES (Thomaston ME)
ME
01/28/2008 - 10/26/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ROCKLAND ME)
ME
05/29/2007 - 01/04/2008
UVEST FINANCIAL SERVICES GROUP, INC. (ELLSWORTH ME)
ME
12/17/1997 - 05/25/2007
HORACE MANN INVESTORS INC (ROCKPORT ME)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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