Unclaimed
Aidan McCaffrey is a financial advisor with Florida Financial Advisors, LLC. Aidan is registered with the state of Florida and Texas. Aidan has been a financial consultant since 2023 and also works with Florida Financial Insurance. Aidan specializes in providing financial planning services to individuals and businesses.
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
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FL
04/25/2024 - Present
Florida Financial Advisors, LLC (Tampa FL)
IA
Issued 10/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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