Unclaimed
Aaron Durda is a financial professional with over 6 years of experience in the industry. Aaron is currently registered with Northwestern Mutual Investment Services, LLC in Braintree, Massachusetts. Aaron has previously worked with a number of other firms including Lincoln Investment, Pruco Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Aaron is a licensed representative and holds the Series 63, Series 66 and Series 7 licenses. Aaron specializes in investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MA
07/18/2023 - Present
Northwestern Mutual Investment Services, LLC (BRAINTREE MA)
OH
07/21/2022 - 03/01/2023
LINCOLN INVESTMENT (SHAKER HEIGHTS OH)
OH
09/06/2019 - 07/20/2022
PRUCO SECURITIES, LLC. (Independence OH)
OH
10/02/2017 - 06/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE OH)
KY
11/09/2015 - 08/22/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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