Unclaimed Profile

Aimee Strand Iverson

NEA MEMBER BENEFITS·GAITHERSBURG, Maryland

Clean recordNEA MEMBER BENEFITS

900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 7999161Firm CRD# 138196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aimee Strand Iverson · GAITHERSBURG, MD

Registration

CRD #7999161 · NEA MEMBER BENEFITS

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aimee Strand Iverson is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA MEMBER BENEFITS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NEA MEMBER BENEFITS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEA MEMBER BENEFITS →

Services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Subscription fees

Other: SEE SCHEDULE D MISCELLANEOUS

Regulatory

SEC/IARD CRD# 7999161

Firm CRD# 138196

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aimee Strand Iverson offer?

Aimee Strand Iverson is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.

What are Aimee Strand Iverson's credentials?

Aimee Strand Iverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aimee Strand Iverson located?

Aimee Strand Iverson is based in GAITHERSBURG, Maryland, working with NEA MEMBER BENEFITS. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.

How does Aimee Strand Iverson charge for services?

Aimee Strand Iverson's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEA MEMBER BENEFITS?

NEA MEMBER BENEFITS has approximately 93 employees. The firm is registered with the SEC as an investment adviser.

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