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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 Ezra is a financial advisor with Fidelity Personal And Workplace Advisors. Aaron has been working in the financial services industry since April 10, 2018. Aaron is a Certified Financial Planner (CFP®) and is licensed to provide investment advice in 52 states. The advisor has experience providing financial planning, educational seminars, and investment management services to individuals and businesses. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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
NH
07/12/2019 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
IN
01/22/2018 - 06/08/2018
THE HUNTINGTON INVESTMENT COMPANY (NOBLESVILLE IN)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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