Aegean Cuylan (CRD# 7590322) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has 1 year of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Wealth Management. LLC | Wilmington, DE | Nov 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2022 - Sep 2023 | 1 |
| Widener University | Chester, PA | Aug 2018 - May 2022 | 3 |
| Widener University Recreation Center | Chester, PA | Aug 2021 - Dec 2021 | < 1 |
| J&a Fence | Kennett Square, PA | May 2021 - Jul 2021 | < 1 |
| Absolute Insurance | Boothwyn, PA | Aug 2019 - Oct 2019 | < 1 |
| Unionville High School | Kennett Square, PA | Sep 2014 - Jun 2018 | 3 |
| Pizza Peddler | West Chester, PA | Sep 2017 - Jan 2018 | < 1 |
| Kendall Crosslands | Chadds Ford, PA | Oct 2015 - May 2016 | < 1 |
| Charles F. Patton Middle School | Kennett Square, PA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- DE
-
Total Assets Under Management700MILLIONS
-
Total Number of Accounts2,072ACCOUNTS
-
Average Account Value$337,643
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
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