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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 Meisner is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in BALTIMORE, MD. Aaron Walter Meisner has been in the industry since March 1993. Aaron has worked for several firms including WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, and PAINEWEBBER INCORPORATED. Aaron holds both Series 7 and Series 63 licenses as well as the Series 3 and SIE licenses. He has been registered in 22 states and provides advisory services such as portfolio management, pension consulting, educational seminars, and allocation modeling. Aaron has over $1 billion in assets under management.
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 5/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 3 - National Commodity Futures Examination
BC
Issued 3/23/1993
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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