Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aidah? Claim Your ProfileAidah Makubuya Larsen is a financial advisor at Fidelity Personal And Workplace Advisors. Aidah has been in the financial services industry since April 2017. Aidah holds the Series 63, Series 65, Series 7 and SIE securities licenses. Aidah is registered in 53 states and the District of Columbia. Aidah's previous experience includes roles with TD Ameritrade, Inc. and Morgan Stanley. Aidah specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
1
2
UT
09/02/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
09/24/2018 - 09/10/2019
TD AMERITRADE, INC. (ELK GROVE CA)
CA
03/09/2015 - 08/08/2018
MORGAN STANLEY (BURLINGAME CA)
IA
Issued 04/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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