Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Walter Meisner is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron Walter Meisner is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Aaron Walter Meisner has been in the industry since March 25, 1993. The advisor also has prior experience with Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Aaron Walter Meisner is licensed to provide securities and advisory services in 24 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALTIMORE MD)
MD
07/01/2003 - 06/13/2011
WELLS FARGO ADVISORS, LLC (COLUMBIA MD)
NY
03/14/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/26/1993 - 03/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 3 - National Commodity Futures Examination
BC
Issued 03/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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