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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Micah Beltrami is an investment advisor representative at Crestwood Advisors. Aaron has been in the industry since 1997. Aaron holds the Series 6, 7, 9, 10 and 66 licenses. Aaron is a Certified Financial Planner. Aaron has previously been employed at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Crestwood Advisors is an independent financial advisory firm serving individuals and families, corporations, institutions, and non-profit 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.
Family office consulting, credit and cash management solutions, insurance solutions
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
MA
02/14/2017 - Present
Crestwood Advisors (BOSTON MA)
MA
08/03/2000 - 08/18/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
07/25/1997 - 08/03/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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