Unclaimed
Aaron Manchester is a financial advisor at Raymond James Financial Services Advisors, Inc., based in Corning, New York. Aaron has been in the financial services industry since 2004 and is registered to provide investment advice in 11 states. He offers financial planning, portfolio management, and educational seminars to individuals, businesses, and institutional clients. Aaron is also associated with Corning Credit Union.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
07/22/2015 - Present
Raymond James Financial Services Advisors, Inc. (CORNING NY)
NY
07/07/2004 - 06/14/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ELMIRA NY)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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