Aimee Rose Blinder

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → 12/2018
  National Planning Corporation/Holdings
  El Segundo, CA
• 08/2019 → 01/2024
  Charles Schwab And Co., Inc.
  Westlake, TX
• 01/2019 → 07/2019
  Unemployed
  Playa Del Rey, CA
• 08/2021 → 01/2024
  Charles Schwab Bank, Ssb
  Westlake, TX
• 08/2021 → 01/2024
  Charles Schwab Premiere Bank
  Westlake, TX
• 08/2021 → 01/2024
  Charles Schwab Trust Bank
  Westlake, TX
• 05/2024 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 05/2024 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC
• 02/2024 → 04/2024
  Unemployed
  Flower Mound, TX

Previous Registrations

• 2019-09-23 → 2024-01-10
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Westlake, TX
  Lone Tree, CO
  Westlake, TX
• 2012-10-18 → 2018-06-25
  Sii Investments, Inc.
  Appleton, WI
  El Segunod, CA
• 2014-01-13 → 2018-06-25
  Investment Centers Of America, Inc.
  Appleton, WI
  El Segundo, CA
• 1999-12-17 → 2018-06-25
  National Planning Corporation
  El Segundo, CA
  Denver, CO
  Denver, CO
  Appleton, WI
  Los Angeles, CA

Other Businesses

Freelance Writing Assignments/No Compensation - Ad hoc industry publications and personal essays.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-14

Other Names

• Aimee Rose Blinder
• Aimee Rose Ullrich
• Aimee Rose Blinder-Ullrich