Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aura? Claim Your ProfileAura Mariana Scurtu is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Aura has been in the industry since November 24, 2017. Aura is also registered with the state of Texas as an Investment Advisor Representative. Previously, Aura worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from October 5, 2017, to February 28, 2022. Aura has passed the Series 66, Series 7, and SIE exams. Aura works out of the Walnut Creek, CA branch office of Fidelity Personal And Workplace Advisors.
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.
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.
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2
CA
02/23/2023 - Present
Fidelity Personal AND Workplace Advisors (WALNUT CREEK CA)
CA
10/05/2017 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DANVILLE CA)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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