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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 Bleggi is an investment advisor representative with Osaic Wealth, Inc. Aaron has been in the industry since 2008. Aaron is registered with the state of Pennsylvania as an investment advisor representative and a broker. Aaron is also registered with the state of New York and Virginia as a broker. Aaron has worked for several firms, including Woodbury Financial Services, Inc., NatCity Investments, Inc., Blue Vase Securities, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Aaron has experience in life insurance, fixed annuities, mutual funds, and real estate. Aaron holds Series 6, Series 63, and Series 65 licenses. Aaron has a strong understanding of the financial services industry and is committed to providing his clients with the best possible service.
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.
Guidance on pension options to ensure a secure financial future.
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
PA
01/19/2024 - Present
Osaic Wealth, Inc. (SAINT MARYS PA)
PA
05/11/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAINT MARYS PA)
PA
04/07/2005 - 08/08/2006
NATCITY INVESTMENTS, INC. (RIDGWAY PA)
PA
06/30/2004 - 10/26/2004
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
MA
05/08/2002 - 01/21/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/08/2002 - 01/21/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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