Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Inkrote is a financial advisor registered with UBS Financial Services Inc. Aaron is a registered representative with over 4 years of experience in the financial services industry. Aaron is a Series 7, Series 63 and Series 66 licensed professional. Aaron also holds the SIE license. Aaron has held previous positions at Robinhood Financial, LLC and TIAA-CREF Individual & Institutional Services, LLC. Aaron specializes in providing financial advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations and insurance companies. Aaron is registered with the Securities and Exchange Commission and is a member of FINRA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
06/01/2023 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
NC
06/02/2022 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
05/15/2019 - 05/09/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
04/04/2017 - 08/10/2017
WADDELL & REED (PITTSBURGH PA)
BOTH
Issued 05/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Aaron Inkrote is the right advisor for you? Invested Better is here to help.
