Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Mazer is a financial advisor at Mariner Independent. Aaron has been in the financial services industry since 2004 and has held positions at a number of firms, including J.P. Morgan Securities LLC, Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. Aaron is a Certified Financial Planner and holds the Series 7, Series 24, Series 55, and Series 66 licenses. Aaron specializes in providing financial advice to high-net-worth 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.
Guidance on pension options to ensure a secure financial future.
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
PA
07/31/2023 - Present
Mariner Independent (Newton Square PA)
PA
12/07/2021 - 07/31/2023
J.P. MORGAN SECURITIES LLC (Philadelphia PA)
PA
09/30/2020 - 10/14/2021
TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
05/05/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
PA
11/12/2013 - 04/21/2017
PRUCO SECURITIES, LLC. (CHALFONT PA)
DE
10/06/2010 - 11/13/2013
PNC INVESTMENTS (CLAYMONT DE)
NJ
04/15/2009 - 10/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
06/06/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDIA PA)
PA
06/29/2007 - 01/25/2008
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
04/30/2004 - 01/25/2008
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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