Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Francesca Cummings is a financial advisor with over 15 years of experience in the financial industry. She is registered with Securities America, Inc., LPL Financial LLC, and ESL Investment Services, LLC. Aimee is currently employed by Osaic Wealth, Inc. and provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Aimee's expertise includes the management of assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. She has also demonstrated her commitment to professional development by passing the Series 7, Series 24, and Series 66 exams.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
07/22/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
12/07/2016 - 07/25/2019
LPL FINANCIAL LLC (ROCHESTER NY)
NY
12/08/2016 - 07/19/2019
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
NY
01/24/2008 - 10/05/2016
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
BOTH
Issued 07/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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