Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Espinosa is a financial advisor with Adp Broker-dealer, Inc. located in Florham Park, New Jersey. He is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7 and Series 66 license. Aaron has been in the financial services industry since 2017. Prior to joining Adp Broker-dealer, Inc., Aaron was a financial advisor with Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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NJ
07/27/2022 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
HI
01/05/2021 - 07/22/2022
CHARLES SCHWAB & CO., INC. (Honolulu HI)
CA
09/20/2017 - 10/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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