Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Bert is a financial professional with over 15 years of experience in the financial services industry. Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and has experience in providing financial planning services to individuals, families, and businesses. Aaron's expertise includes investment management, retirement planning, and estate planning. Aaron is currently registered with Certified Advisory Corp. in Altamonte Springs, Florida. Aaron has previously been registered with Transam Securities, Inc. and Maitland Securities, Inc. Aaron is dedicated to helping clients achieve their financial goals.
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.
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.
Solicitation fees
1
2
FL
10/03/2011 - Present
Certified Advisory Corp. (ALTAMONTE SPRINGS FL)
FL
07/14/2008 - 09/28/2022
TRANSAM SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
01/05/2011 - 09/30/2019
MAITLAND SECURITIES, INC. (ALTAMONTE SPRINGS FL)
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2010
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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