Aaron Stasulis (CRD# 2901990) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Oakland, CA and has over 16 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Financial Services Advisory | Oakland, CA | Mar 2020 - Current | 4 |
| Infinity Financial Services | Oakland, CA | Feb 2019 - Current | 5 |
| United Planners' Financial Services | Scottsdale, AZ | Jan 2008 - Feb 2019 | 11 |
| Masterman Agency | Rockland, ME | Jul 2009 - Oct 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management145MILLIONS
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Total Number of Accounts901ACCOUNTS
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Average Account Value$160,984
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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