Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aidan? Claim Your ProfileAidan Perry is an Investment Advisor Representative at Stonemark Wealth Management. Aidan is registered with the state of California and has been in the industry since November 2020. They specialize in providing financial planning, portfolio management, and consulting services. Aidan is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
A percentage of the total value of assets under management is charged.
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CA
03/03/2023 - Present
Stonemark Wealth Management (PASADENA CA)
IA
Issued 03/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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