Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Stephen Rago is a registered representative with Fidelity Personal and Workplace Advisors. Aaron Rago has been in the securities industry since October 31, 2019. Aaron Rago is registered with the Securities and Exchange Commission (SEC) as a registered representative and investment advisor representative. Aaron Rago has passed the Series 7TO, Series 9, Series 10, and Series 66 exams. Aaron Rago is registered in 53 states and the District of Columbia. Fidelity Personal and Workplace Advisors is a registered investment advisor with the SEC. Fidelity Personal and Workplace Advisors provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
2
NH
02/18/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 02/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Aaron Rago is the right advisor for you? Invested Better is here to help.
