Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aidan? Claim Your ProfileAidan Bowerman is a financial advisor registered with LPL Financial LLC in Rochester, New York. Aidan is a Series 7TO and Series 66 licensed advisor and also holds the SIE exam. Aidan has experience in the financial services industry and has been working as a financial advisor since 2023. Prior to joining LPL Financial, Aidan worked as a financial advisor with MML Investors Services, LLC. Aidan specializes in providing financial advice and consulting services to individuals and businesses. Aidan is committed to helping clients reach their financial goals by providing personalized financial advice and customized investment solutions.
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.
1
2
NY
03/14/2024 - Present
LPL Financial LLC (ROCHESTER NY)
NY
11/29/2023 - 01/31/2024
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
BOTH
Issued 03/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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