Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Gilman is a financial advisor at Independent Financial Partners in Tampa, Florida. Aaron has over 10 years of experience in the financial services industry and holds the Series 66, Series 7, and Series 24 licenses. Aaron is also a Certified Financial Planner and a Chartered Financial Analyst. Aaron provides financial planning and investment advice to individuals, families, businesses, and charitable organizations. Aaron has been registered with the Securities and Exchange Commission (SEC) since 2011.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
09/15/2021 - Present
Independent Financial Partners (TAMPA FL)
FL
07/01/2011 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
OH
11/10/2008 - 05/25/2011
VALMARK SECURITIES, INC. (AKRON OH)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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