Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Rames is a financial advisor who is registered with Fidelity Personal And Workplace Advisors. Aaron has been in the industry since December 2017 and is currently registered with the firm in Texas. Aaron holds Series 6, 7, 10, 63, 66, and SIE licenses. Previously, Aaron was affiliated with Waddell & Reed and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Aaron primarily works with individuals, corporations, and charitable organizations.
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.
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.
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.
1
2
FL
06/05/2019 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
KS
04/26/2017 - 03/13/2018
WADDELL & REED (OVERLAND PARK KS)
CO
02/26/2016 - 09/01/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 05/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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