Aidan Steele

Aidan Steele: Email & Phone Number

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Financial Consultant Trainee at Tristate Financial Advisors|Visalia, California, United States

Position:

Financial Consultant Trainee at Tristate Financial Advisors

Location:

Visalia, California, United States

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Last updated: 2026-07-05
Updated: 2026-07-05

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Work Experience 7 years

Financial Consultant Trainee at Tristate Financial Advisors

Jan 2026 - Current

Fiduciary Assistant at Perine & Dicken

May 2025 - Aug 2025

Apprentice Financial Advisor at Merrill Lynch

Jun 2024 - Jul 2024

Baseball Coach at Babe Ruth League Inc.

Mar 2019 - Jun 2019

Aidan Steele started working in 2019, then the employee has changed 3 companies and 3 jobs. On average, Aidan Steele works for one company for 3 months.

Their professional focus is Asset Management, Communication, and Customer Relationship Management (CRM) across 3 core areas.

Aidan holds Life and Health Insurance License and Securities Industry Essentials (SIE) certifications and has been awarded Wofford Merit Scholarship

Education

Bachelor of Science - BS at Wofford College

El Diamante High School

Aidan Steele Namesakes

Name
Company
Position
Aidan Steele
Business Systems Analyst
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