Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Verdile is a financial advisor with Cadaret, Grant & Co., Inc. located in Wappingers Falls, NY. Aaron has been in the industry since January 28, 2013. He is licensed to sell securities in several states and has a Series 63 and Series 65 license. Aaron is also a Certified Financial Planner. Aaron has experience working at other firms, including Pruco Securities, LLC. and NYLIFE Securities LLC. In addition to his work as a financial advisor, Aaron is also involved in several community 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.
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.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Wappingers Falls NY)
NJ
05/23/2016 - 11/16/2018
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NY
12/12/2012 - 04/04/2016
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
IA
Issued 06/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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