Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Pinkston is a financial advisor with over 10 years of experience in the industry. Aaron is currently registered with Osaic Wealth, Inc., a firm with a strong reputation for providing comprehensive financial planning and investment management services. Prior to joining Osaic Wealth, Inc., Aaron worked with Securities America, Inc. and P.J. Robb Variable Corporation. Aaron is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
05/08/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Charlotte NC)
NC
12/06/2013 - 08/25/2019
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
MA
12/15/2003 - 11/17/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 04/25/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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