Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Marsh is a financial advisor at Florida Financial Advisors, LLC. Aaron has been in the industry since July 2024 and specializes in financial planning and portfolio management. Aaron holds a Series 65 license, and has passed the SIE exam. Aaron works with individuals and families and has experience in working with high net worth individuals.
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.
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.
2% of net worth or assets for financial planning clients
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VA
07/25/2024 - Present
Florida Financial Advisors, LLC (Vienna VA)
IA
Issued 07/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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