Unclaimed
Aaron Weisbrod is a licensed financial advisor with J.p. Morgan Securities LLC. Aaron Weisbrod has been working in the financial services industry since November 2005. Before joining J.p. Morgan Securities LLC, Aaron Weisbrod worked at CREDIT SUISSE SECURITIES (USA) LLC and RBC CAPITAL MARKETS CORPORATION. Aaron Weisbrod is registered with FINRA and is licensed in all states to provide a wide range of financial services, including investment banking. Aaron Weisbrod has passed Series 7, Series 24, Series 63, and Series 79TO exams and holds the SIE designation.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/03/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/20/2006 - 03/09/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
11/21/2005 - 06/23/2006
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Aaron Weisbrod is the right advisor for you? Invested Better is here to help.