Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Williams is a financial advisor with over 7 years of experience in the industry. Aaron is currently registered with Fidelity Personal And Workplace Advisors and has offices in Huntersville, NC. Aaron is also registered with the state of North Carolina as an Investment Advisor Representative. In addition to his current registration with Fidelity Personal And Workplace Advisors, Aaron has previously worked at Vanguard Marketing Corporation, Metlife Investors Distribution Company, MetLife Securities, Inc and Morgan Stanley DW Inc. Aaron holds Series 6, 7, 31, 63, and 66 licenses.
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
NC
07/11/2024 - Present
Fidelity Personal AND Workplace Advisors (HUNTERSVILLE NC)
NC
05/19/2022 - 04/28/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
07/06/2016 - 02/17/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
12/03/2015 - 06/07/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
11/18/2015 - 06/07/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NY
04/15/2004 - 11/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/27/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Aaron Williams is the right advisor for you? Invested Better is here to help.
