Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aymerich is a registered representative with Bolton Securities Corp. in Bolton, MA, and is licensed to conduct business in several states, including Arizona, California, Florida, New York, Texas, and Washington. Daniel has over 20 years of experience in the financial services industry, having previously worked with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.B. Oxford & Company. Daniel holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Daniel is a co-owner and managing member of AR Advisors International, LLC, an investment advisory firm operating out of the Bolton Securities Corp. branch office. Daniel also works with clients on insurance planning and is an Investment Advisor Representative of Bolton Securities Corporation under the 'AR Advisors International LLC' firm.
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.
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.
Earned based on transactions or products sold.
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.
1
2
MA
03/24/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
02/14/1997 - 02/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
CA
04/01/1996 - 10/25/1996
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
FL
11/29/1995 - 04/17/1996
R.K. GRACE & CO. (MIAMI FL)
IA
Issued 03/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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