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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 Charles Brown is an investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since November 27, 2015. Aaron Charles Brown is registered with the state of New York and other states including Florida, South Carolina and Texas. Aaron Charles Brown has been employed with Cetera Investment Advisers LLC since July 2023, prior to that Aaron Charles Brown has worked with LPL FINANCIAL LLC, ESL INVESTMENT SERVICES, LLC and Canandaigua National Bank & Trust. Aaron Charles Brown holds Series 6, 7, 63 and SIE licenses.
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
07/10/2023 - 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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
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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