Aaron Feldman
Vice President, Financial Consultant at Fidelity Investments
- Role
- Vice President, Financial Consultant at Fidelity Investments
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Aaron Feldman
I get to spend my time helping people figure out how to accumulate wealth and make the…
Experience
Vice President, Financial Consultant
Dec 2021 — Present · Washington, DC, US
Education
Miami University
BA
2002 — 2006
Skills
- Financial Planning
- Series 65
- Estate Preservation
- Real Estate
- Personal Financial Planning
- Asset Allocation
- Mutual Funds
- Tax Free Income
- Valuation
- Brokerage
- Etfs
- Investment Properties
- Unified Managed Accounts
- Commercial Real Estate
- Financial Analysis
- Wealth Management
- 529 Plans
- Series 63
- Sma
- Uma
- Asset Management
- Strategic Financial Planning
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Investments
- Securities
- Guaranteed Lifetime Income
- Portfolio Management
- Income for Life
- Relationship Management
- Investment Management
- Coverdell
- Finra
- Rollovers
- Wrap Accounts
- Series 7
- Real Estate Transactions
- Financial Services
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