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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 Brailov is an Investment Advisor Representative with Epiq Capital Group, LLC, and has been registered with the state of California since July 2021. Aaron has a Series 65 license and the Securities Industry Essentials (SIE) exam. Aaron has experience in the financial industry and has previously worked at RMB Capital, Camping World, Dick's Sporting Goods, and the University of Iowa. Aaron holds a Bachelor of Arts degree in Economics from the University of Iowa.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/15/2021 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
IA
Issued 06/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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