Aaron Feldman

Aaron Feldman Email and Phone Number

Vice President, Financial Consultant at Fidelity Investments @ Fidelity Investments
Aaron Feldman's Location
Washington DC-Baltimore Area, United States, United States
Aaron Feldman's Contact Details
About Aaron Feldman

I get to spend my time helping people figure out how to accumulate wealth and make the most of it when they get there. My goal is to create more certain outcomes through intentional decisions. Love Supporting:✅Tax-Smart Investing and Tax-Planning✅Retirement from Federal Gov’t (FERS, TSP)✅RSUs and Stock Options for busy professionals✅Deferred Compensation Plans✅Pension Decisions✅Foundational planning for families building wealthConnect with me:👉🏼 aaronfeldman.team@fidelity.com👉🏼 301-913-2919 ext 77639👉🏼 571-462-6868

Aaron Feldman's Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President, Financial Consultant at Fidelity Investments
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Aaron Feldman Work Experience Details
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Dec 2021 - Present
    Boston, Ma, Us
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  • Fidelity Investments
    Financial Consultant
    Fidelity Investments 2017 - Dec 2021
    Boston, Ma, Us
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  • Nami Montgomery County
    Volunteer Board Member, Vice President
    Nami Montgomery County Jun 2020 - Present
    Rockville, Maryland, Us
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  • First Trust
    Vice President
    First Trust Nov 2014 - Jan 2017
    Wheaton, Illinois, Us
    View
  • Invesco Us
    Regional Consultant
    Invesco Us Mar 2011 - Oct 2014
    Atlanta, Ga, Us
    View
  • Essex Realty Group, Inc.
    Director
    Essex Realty Group, Inc. Aug 2006 - Feb 2011
    Chicago, Illinois, Us
    Investment Real Estate before, during, and after the Global Financial Crisis. Baptism by fire.
    View

Aaron Feldman Skills

Series 7 Mutual Funds Investments Brokerage Asset Management Separately Managed Accounts Financial Analysis Investment Properties Etfs Series 63 Alternative Investments Investment Strategies Valuation Asset Allocation Securities Investment Advisory Financial Services Investment Management Strategic Financial Planning Relationship Management Commercial Real Estate Real Estate Real Estate Transactions Wealth Management Portfolio Management Personal Financial Planning Financial Planning Finra Series 65 Sma Uma Unified Managed Accounts Wrap Accounts 529 Plans Coverdell Rollovers Income For Life Tax Free Income Guaranteed Lifetime Income Estate Preservation

Aaron Feldman Education Details

  • Miami University
    Miami University
    Ba
  • Berkeley Preparatory School
    Berkeley Preparatory School

Frequently Asked Questions about Aaron Feldman

What company does Aaron Feldman work for?

Aaron Feldman works for Fidelity Investments

What is Aaron Feldman's role at the current company?

Aaron Feldman's current role is Vice President, Financial Consultant at Fidelity Investments.

What is Aaron Feldman's email address?

Aaron Feldman's email address is aa****@****ios.com

What is Aaron Feldman's direct phone number?

Aaron Feldman's direct phone number is 177345*****

What schools did Aaron Feldman attend?

Aaron Feldman attended Miami University, Berkeley Preparatory School.

What are some of Aaron Feldman's interests?

Aaron Feldman has interest in Sporting Clays, Economic Empowerment, Snow Skiing, Spending Time With Friends And Family, Science And Technology, Golf, Arts And Culture.

What skills is Aaron Feldman known for?

Aaron Feldman has skills like Series 7, Mutual Funds, Investments, Brokerage, Asset Management, Separately Managed Accounts, Financial Analysis, Investment Properties, Etfs, Series 63, Alternative Investments, Investment Strategies.

Who are Aaron Feldman's colleagues?

Aaron Feldman's colleagues are David Curtis, Scott Marshall, Allison Mogauro, Gail Rice, Srikar Annapragada, Lindsay A. Schiller, Mba, Ashish Madhav.

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