Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Farinas is a registered investment advisor representative with Charles Schwab & Co., Inc. based in Tampa, Florida. Aimee has been in the securities industry since 2002. Aimee is a registered representative with FINRA and has a Series 7, Series 9, Series 63, and Series 66 license. Aimee's current registrations include Florida for both Broker-Dealer and Investment Advisor.
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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2
FL
09/11/2012 - Present
Charles Schwab & CO., Inc. (Tampa FL)
FL
10/17/2002 - 08/29/2011
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
BOTH
Issued 09/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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