Invested Better
Unclaimed

Unclaimed

Unclaimed

Aaron M Rulnick

Herbert J. Sims & CO, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aaron? Claim Your Profile

About Aaron M Rulnick

Aaron M. Rulnick is a financial professional with over 20 years of experience in the industry. Aaron is a registered representative of Herbert J. Sims & CO, Inc. Currently, Aaron is licensed in Maryland and holds licenses for Series 7, Series 24, Series 50, Series 54, and Series 79TO. Aaron has a strong track record of success in providing financial advice and investment management services to clients.

Firm Information

Aaron Rulnick is currently registered with Herbert J. Sims & CO, Inc.. Herbert J. Sims & CO, Inc. is a Corporation, formed on December 12, 2012. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aaron Rulnick’s Registration & Firm History

MD

07/03/2001 - Present

Herbert J. Sims & CO, Inc. (Rockville MD)

Not sure if Aaron M Rulnick is right for you?

Licenses & Designations

BC

Issued 06/02/2021

Series 24 - General Securities Principal Examination

BC

Issued 06/17/2020

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 07/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron M Rulnick.
Not sure if Aaron M Rulnick is right for you?