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Aaron Bernstein
Securities Trader

Aaron attended Grand Valley University and graduated from Georgia State University with a B.B.A. in Finance. While at Georgia State, he focused his studies on Portfolio and Risk Management. Upon graduation he started his career in discount brokerage and worked as a broker and advisor for firms such as E*TRADE, Fidelity Investments, and Scottrade. He also spent time running a full-service trade desk for advisors of retail clients with a focus on new Rep transition, trade execution, business reporting, and cyber security.

While at Scottrade, Aaron helped grow and foster relationships with individuals and families in the metro Detroit area. By consulting with clients and prospects to find the appropriate financial solutions, he moved away from operations and into a production capacity. Upon closing of Scottrade's sale to TD Ameritrade in 2017, he decided to move back to Georgia to seek other opportunities with FinTech Securities.

Outside of work, Aaron enjoys sports and travel. He is an avid golfer and after growing up playing hockey, will still find himself on the ice from time to time.

Licenses: Series 7, 63, 66


Phone: 888-822-3310

Email: aaron@fintechsecurities.com