Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Slotnick is a financial advisor with Fidelity Personal and Workplace Advisors. Aaron has been in the financial services industry for over two years. Prior to joining Fidelity Personal and Workplace Advisors, Aaron worked at Securian Financial Services, Inc. and MML Investors Services, LLC. Aaron is registered with FINRA and holds a Series 7TO, Series 63, and Series 65 license. Aaron is also registered in 52 states as a broker-dealer and investment advisor.
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.
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
FL
06/28/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
PA
01/15/2020 - 03/04/2021
SECURIAN FINANCIAL SERVICES, INC. (HUNTINGDON VALLEY PA)
PA
10/30/2019 - 12/06/2019
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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