Unclaimed
Aidan Arone is an investment advisor representative with SHP Wealth Management, LLC. Aidan is based in Plymouth, MA. Aidan has been in the industry since 2024. Aidan is registered with the state of Massachusetts. Prior to joining SHP Wealth Management, LLC, Aidan worked with PARK AVENUE SECURITIES LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
MA
07/24/2024 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
MA
04/10/2024 - 07/01/2024
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
BOTH
Issued 05/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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