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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 Benway is a Certified Financial Planner® and Investment Advisor Representative with AB Financial Planning AND Investments, LLC. Aaron is licensed to provide financial advice and services to individuals and families. His firm, AB Financial Planning AND Investments, LLC, is based in McLean, Virginia. Aaron has been in the financial services industry since 2016 and has experience in providing financial planning, portfolio management, and investment advisory services. The firm specializes in working with individuals and families.
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.
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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VA
08/24/2016 - Present
AB Financial Planning AND Investments, LLC (McLean VA)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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