Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Rose Blinder is a financial professional with over 20 years of experience in the industry. Aimee currently works as a Registered Representative at Truist Advisory Services, Inc. in Charlotte, North Carolina. Prior to joining Truist, Aimee worked at Charles Schwab & Co., Inc. for four years. Aimee's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Aimee offers a wide range of services, including financial planning, portfolio management, and selection of other advisors. Aimee is also a registered investment advisor in North Carolina and Texas. Aimee is dedicated to helping her 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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
07/18/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
TX
09/23/2019 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
WI
02/04/2010 - 09/04/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
01/20/2010 - 09/04/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
01/07/2010 - 09/04/2018
SII INVESTMENTS, INC. (APPLETON WI)
CA
09/01/1999 - 09/04/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 3 - National Commodity Futures Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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