Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Clifton Fry is a financial advisor with over 13 years of experience in the industry. Aaron is a Certified Financial Planner and a Chartered Financial Analyst, and is registered as a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors in Boston, MA. Aaron has held previous roles at TD Ameritrade, Inc. and Morgan Stanley Smith Barney. Aaron is currently registered to offer financial advice and services in 25 states and 3 jurisdictions. Aaron’s clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Aaron specializes in financial planning, portfolio management, and investment advisory services.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
07/19/2011 - 01/31/2013
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
04/01/2010 - 07/21/2011
MORGAN STANLEY SMITH BARNEY (ROSEVILLE CA)
BOTH
Issued 04/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Aaron Fry is the right advisor for you? Invested Better is here to help.
