Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Zises is a financial advisor with New Edge Wealth. Aaron has been in the industry since 2012 and holds licenses in several states including Connecticut, New York, and Texas. Aaron has a variety of experience in the financial industry, including working with U.S. Bancorp Investments, Inc., Hightower Securities, LLC, and Family Management Securities, LLC. Aaron specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/03/2024 - Present
NEW Edge Wealth (STAMFORD CT)
NY
12/17/2018 - 01/26/2023
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
NY
01/26/2015 - 01/07/2019
U.S. BANCORP INVESTMENTS, INC. (NEW YORK NY)
NY
06/27/2013 - 01/09/2015
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
NY
05/11/2006 - 07/12/2007
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 08/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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