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Aaron Timothy Wilkes

Fidelity Brokerage Services LLC

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About Aaron Timothy Wilkes

Aaron Timothy Wilkes is a financial professional with over 16 years of experience in the financial services industry. Aaron currently holds registrations with Fidelity Brokerage Services LLC and National Financial Services LLC, both of which are headquartered in Boston, MA. Previously, Aaron worked for MML Investors Services, Inc. in Springfield, MA.

Firm Information

Aaron Wilkes is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Aaron Wilkes’s Registration & Firm History

MA

12/18/2014 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

MA

03/29/2007 - 06/28/2011

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

03/23/2005 - 02/13/2007

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 08/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2016

Series 4 - Registered Options Principal Examination

BC

Issued 03/20/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Aaron Timothy Wilkes.
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