Unclaimed
Aaron Shuchatowitz is an investment advisor representative at Shucha Wealth Management LLC. Aaron has been in the industry since July 2021 and is registered with the state of California. Aaron has a Series 65 license. Aaron offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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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CA
07/30/2021 - Present
Shucha Wealth Management LLC (SHERMAN OAKS CA)
IA
Issued 06/04/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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