Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aram? Claim Your ProfileAram Joseph Schotts is a financial advisor with over 10 years of experience in the industry. Aram is currently registered with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Aram holds a Series 66 license and is a Certified Financial Planner. Aram is active in the Investment Advisor Representative role and is focused on helping clients reach their financial goals. Aram's clients are primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing 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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
03/02/2023 - Present
Cerity Partners LLC (NEW YORK NY)
CA
11/22/2012 - 07/23/2018
LPL FINANCIAL LLC (EL SEGUNDO CA)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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