Unclaimed
Aaron Lipper is a financial advisor with Fidelity Brokerage Services LLC. Aaron has been in the financial services industry since September 22, 2021. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 9, Series 10, and Series 63 licenses. Aaron is also registered as a broker-dealer in 53 states.
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.
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.
1
2
FL
09/23/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Aaron Lipper is the right advisor for you? Invested Better is here to help.