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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Aguilar is a financial advisor with Fidelity Personal And Workplace Advisors. Brian is based in Philadelphia, PA and has been in the financial services industry since 2003. Brian has a wide range of experience and has held positions at several firms, including Charles Schwab & Co., Inc. and E*TRADE Securities LLC. Brian is a Series 7, Series 9, Series 10, Series 24, and Series 66 licensed financial advisor. Brian is also registered with the following states: California, Delaware, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, and Washington. Brian's specializations include retirement planning, college savings, estate planning, and insurance.
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.
1
2
PA
12/03/2019 - Present
Fidelity Personal AND Workplace Advisors (PHILADELPHIA PA)
PA
04/27/2015 - 07/22/2019
CHARLES SCHWAB & CO., INC. (WAYNE PA)
DC
08/24/2006 - 04/15/2015
E*TRADE SECURITIES LLC (WASHINGTON DC)
PA
04/21/2005 - 07/12/2006
TD AMERITRADE, INC. (PHILADELPHIA PA)
PA
06/09/2004 - 04/15/2005
PNC INVESTMENTS (PITTSBURGH PA)
NY
05/16/2003 - 05/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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