Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aidan? Claim Your ProfileAidan Mejia is a registered representative with Charles Schwab & Co., Inc. Aidan has been in the industry since October 2021. Aidan holds a Series 66, Series 7TO, and SIE. Aidan is registered in 38 states. Aidan is currently registered as a Registered Representative in Washington DC. Aidan's previous employment included Bolton Global Capital and Bolton Securities Corp.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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DC
02/29/2024 - Present
Charles Schwab & CO., Inc. (Washington DC)
MD
10/12/2021 - 01/08/2024
BOLTON GLOBAL CAPITAL (Bethesda MD)
BOTH
Issued 07/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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