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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 Brown is a financial advisor with Cetera Investment Advisers LLC, a firm that provides investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Aaron has been in the financial services industry since 2015, with experience at LPL Financial LLC and ESL Investment Services, LLC. Aaron holds the Series 6, 7, and 63 securities licenses, as well as the SIE exam. Aaron specializes in financial planning, portfolio management, and retirement planning.
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.
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
NY
12/22/2023 - Present
Cetera Investment Advisers LLC (PITTSFORD NY)
NY
11/10/2015 - 06/21/2023
LPL FINANCIAL LLC (ROCHESTER NY)
NY
02/17/2016 - 06/09/2023
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
BC
Issued 12/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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