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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 J Weser is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been working in the securities industry since 2009. Aaron has been registered with the SEC since 2009. Aaron has passed the Series 66, Series 7, and SIE exams. Aaron is registered in 47 states, with the most recent registration being in Mississippi in June 2024. Aaron holds a current active registration as an investment advisor representative in Florida, New Jersey and Texas. Aaron also has a current active registration as an investment advisor in Florida and New Jersey. The main office for Merrill Lynch, Pierce, Fenner & Smith Inc is located in New York, NY.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/30/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
BOTH
Issued 10/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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