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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aayush? Claim Your ProfileAayush Aggarwal is a financial advisor with LPL Financial LLC. Aayush is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. Aayush has been in the financial services industry since 2019 and has worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Aayush has also worked with Roth Capital Partners, LLC. Aayush holds the Series 63, Series 7TO, and Series 65 licenses. Aayush specializes in providing financial planning, portfolio management, and retirement planning services. Aayush is committed to providing personalized financial advice to help their clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
08/03/2024 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
06/11/2019 - 07/12/2019
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
IA
Issued 08/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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