Unclaimed
Aaron Saoud is an Investment Advisor Representative at Fortis Capital Advisors, LLC. Aaron is a licensed investment advisor in Florida and Michigan. Aaron has over 10 years of experience in the financial services industry. Aaron is passionate about helping individuals and families achieve their financial goals. Aaron specializes in financial planning, pension consulting, and portfolio management. Aaron is also a licensed attorney and a published author.
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.
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.
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FL
01/03/2024 - Present
Fortis Capital Advisors, LLC (Tampa FL)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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