Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aric? Claim Your ProfileAric Bree is a financial advisor with Charles Schwab & Co., Inc. Aric has been in the industry since 2014 and has a Series 7 and Series 63 licenses. Aric is also a registered representative of FINRA. Aric has experience in a variety of financial products and services, including financial planning. In the past, Aric was employed at Legg Mason Wood Walker, Incorporated.
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
TX
08/06/2015 - Present
Charles Schwab & CO., Inc. (Austin TX)
MD
10/20/1998 - 08/26/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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