Years of Experience
5-20+ Years
BALTIMORE, MD
5 Years Experience
0 Disclosures
ADVISOR BIO
Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor Representative.
SPECIALIZATIONS
Baltimore, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Polun is a financial advisor registered with Grove Point Advisors, LLC. Aaron has been in the financial services industry since February 22, 2006. Aaron is a registered representative of FINRA and is also registered as an investment advisor representative in Maryland. Aaron is licensed in 10 states. Aaron is qualified to offer a wide range of financial services including financial planning, pension consulting, and educational seminars. Aaron also provides portfolio management for both individuals and businesses.
SPECIALIZATIONS
Bethesda, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Scissors is an active investment advisor representative at Morgan Stanley. Aaron has been in the securities industry since 2022 and has registrations in 48 states and the District of Columbia, as well as a Series 66, Series 7TO, and SIE license. Aaron has worked for Morgan Stanley Smith Barney LLC since November 2021 and has experience in the financial industry from previous roles at the University of Maryland and Morgan Stanley Private Bank, N.A. Aaron's firm, Morgan Stanley, is a large financial firm with over $1 trillion in assets under management and offers a wide range of financial services, including investment management, financial planning, and educational seminars.
SPECIALIZATIONS
EASTON, MD
15 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Gabrielian is an investment advisor representative at RBC Capital Markets, LLC. Aaron has been in the industry since 2009. Aaron has licenses for the Series 66, Series 9, Series 10, Series 31, and Series 7 exams. Aaron also holds a Certified Financial Planner designation. Aaron has experience with various investment types and has previous experience with M Holdings Securities, Inc. and Morgan Stanley.
SPECIALIZATIONS
COLUMBIA, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Edward Lekarz is an active investment advisor representative and investment advisor registered with Equitable Advisors, LLC. Aaron has been in the securities industry since January 30, 2014. Aaron's professional experience includes working for AXA Advisors LLC and Equitable Advisors, LLC. Aaron holds Series 63, 65, 7, and 24 securities licenses and has been registered in 25 states. Aaron also has a Securities Industry Essentials Examination certification.
SPECIALIZATIONS
Hyattsville, MD
0 Disclosures
ADVISOR BIO
Aaron Philip James is a financial advisor registered with Impact Partnership Wealth, LLC. Aaron has been in the financial services industry for 8 years and has a combined Series 7 and 66 license. Aaron is based in Hyattsville, MD and has previous experience with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in financial planning, educational seminars, and portfolio management for individuals.
SPECIALIZATIONS
WESTMINSTER, MD
23 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Michael Puckett is a financial advisor with over 20 years of experience in the financial services industry. Aaron is registered with LPL Financial LLC and has a Series 7, Series 24, Series 63, and Series 66 license. He is also a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Aaron specializes in financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized financial advice and guidance.
SPECIALIZATIONS
TOWSON, MD
7 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Tyburski is a financial advisor who has been in the industry since 2018. Aaron is currently registered with Osaic Wealth, Inc. and is licensed in Montana. Aaron holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Aaron has a long history of working in financial services, including roles at Goldman Sachs & Co. LLC and Foresters Financial Services, Inc. In addition to financial advising, Aaron is also the managing member of Tyburski Wealth Management, LLC, a limited liability company. Aaron offers financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
HANOVER, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Burleson is a financial advisor at LPL Financial LLC with over 16 years of experience in the industry. Aaron has a strong background in securities and financial services, having held previous roles with M&T Securities, Inc., Ameriprise Financial Services, Inc., and SunTrust Investment Services, Inc. Aaron is a registered representative in 27 states, including Maryland, California, Florida, Texas, and New York. Aaron provides financial planning services, including investment management and retirement planning. Aaron is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.
SPECIALIZATIONS
BALTIMORE, MD
32 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Walter Meisner is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron Walter Meisner is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Aaron Walter Meisner has been in the industry since March 25, 1993. The advisor also has prior experience with Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. Aaron Walter Meisner is licensed to provide securities and advisory services in 24 states.
SPECIALIZATIONS