Unclaimed
Aedan Thomas Walsh is a financial advisor with Florida Financial Advisors, LLC. Aedan is registered with FINRA and holds the Series 65, Series 6TO, and SIE exams. Aedan has been in the financial industry for over 5 years and provides financial planning, portfolio management, and selection of other advisors. Aedan is based in Orlando, FL and serves a range of clients.
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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
03/26/2024 - Present
Florida Financial Advisors, LLC (Orlando FL)
IA
Issued 09/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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