Aaron KucmerowskiCRD Number: 6686988
Current Firm: Advice And Planning Services
Aaron Kucmerowski (CRD# 6686988) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Tiaa- Cref Individual & Intitutional Services, LLC||Charlotte, NY||Aug 2016 - Current||5|
|Tiaa||Charlotte, NC||Aug 2016 - Current||5|
|United States Postal Service||Hilton, NY||Sep 2013 - Jul 2016||2|
|58 Main Restaurant||Brockport, NY||Jun 2013 - Sep 2013||< 1|
|Pine Lake Country Club||Carlotte, NC||Oct 2012 - May 2013||< 1|
|The Fresh House||Locust, NC||Jul 2012 - Dec 2012||< 1|
|Ihop Cfra Inc.||Charlotte, NC||Jun 2011 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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