Unclaimed
Aaron Piscia is an Investment Advisor Representative at Ameriprise Financial Services, LLC. He has been in the financial services industry since 2012. Aaron holds Series 66, SIE and Series 7 securities licenses. His specializations include providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Aaron has been with Ameriprise since December 2022. Prior to Ameriprise, Aaron was affiliated with Raymond James & Associates, Inc. for six years, Deutsche Bank Securities Inc. for three years and Commonwealth Financial Network for one year.
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.
Asset allocation services
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
MA
12/07/2022 - Present
Ameriprise Financial Services, LLC (DANVERS MA)
MA
09/06/2016 - 12/19/2022
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
01/11/2013 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
02/16/2012 - 12/19/2012
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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