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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Tesoro is a financial advisor with over 20 years of experience in the industry. Aimee is a Certified Financial Planner™ and holds Series 6, 7, 24, 63, 66, and SIE licenses. Aimee has worked with LPL Financial LLC since September 2023. Previously, Aimee worked with Equitable Advisors, LLC, Raymond James & Associates, Inc., Transamerica Investors Securities Corporation, and Transamerica Financial Advisors, Inc. Aimee specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/25/2023 - Present
LPL Financial LLC (SEMINOLE FL)
FL
09/12/2022 - 08/28/2023
EQUITABLE ADVISORS, LLC (TAMPA FL)
FL
10/04/2019 - 10/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/23/2017 - 09/23/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
11/03/2014 - 01/25/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
NJ
07/19/1999 - 09/11/2014
AXA ADVISORS, LLC (JERSEY CITY NJ)
NY
07/19/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/25/1998 - 04/08/1999
EQ FINANCIAL CONSULTANTS, INC.
NA
11/25/1998 - 04/08/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 01/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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