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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 Jay Stern is a financial advisor at Market Street Wealth Management. Aaron has been in the financial services industry since 1996 and holds a Series 7, Series 6, and Series 63 license. Aaron is also a Certified Financial Planner. Aaron has a long history of working with clients in Pennsylvania, having previously been employed at USA Financial Securities Corporation, Arkadios Capital, and Vanguard Marketing Corporation. Aaron works with individuals and high-net-worth individuals. Aaron focuses on providing financial planning, pension consulting, selection of other advisors, and portfolio management services. Aaron has been working at Market Street Wealth Management since April of 2022.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
Payment for client referrals
1
2
PA
04/07/2022 - Present
Market Street Wealth Management (WEST CHESTER PA)
PA
04/01/2022 - 01/12/2024
USA FINANCIAL SECURITIES CORPORATION (WEST CHESTER PA)
PA
09/11/2020 - 02/18/2022
ARKADIOS CAPITAL (Phoenixville PA)
PA
07/08/1996 - 06/09/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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