Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Weinstock is a financial advisor registered with LPL Financial LLC, located in Tampa, Florida. Aaron is licensed and registered in multiple states to offer investment advice. He has over 18 years of experience in the financial industry, offering services such as financial planning, portfolio management, pension consulting, and educational seminars. He is also a certified financial planner.
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.
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.
Consulting and other non-discretionary advisory services
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
02/14/2018 - Present
LPL Financial LLC (TAMPA FL)
FL
01/18/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
10/28/2011 - 01/20/2012
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
04/16/2004 - 10/11/2010
CUNA BROKERAGE SERVICES, INC. (LAND O LAKES FL)
NA
03/02/1994 - 06/27/1994
METLIFE SECURITIES INC.
NA
03/02/1994 - 06/27/1994
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 09/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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