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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Wismar is an investment advisor representative at Fidelity Personal and Workplace Advisors. Aaron has been in the industry since 2009. Aaron's previous employers include XMS Capital Partners, LLC, PIMCO Investments LLC, and Legg Mason Investor Services, LLC. Aaron is registered with the Securities and Exchange Commission (SEC) and holds the Series 63, Series 66, Series 7, and SIE licenses. Fidelity Personal and Workplace Advisors is a registered investment advisor firm based in Boston, Massachusetts. The firm provides financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisers. The firm manages over $818 billion in assets.
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.
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2
TX
09/21/2020 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
IL
07/31/2017 - 07/01/2020
XMS CAPITAL PARTNERS, LLC (CHICAGO IL)
NY
10/06/2011 - 12/31/2016
PIMCO INVESTMENTS LLC (NEW YORK NY)
CT
05/27/2009 - 10/05/2011
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
BOTH
Issued 9/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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