Unclaimed
Aaron Jonathan Dykas is a financial advisor with over 30 years of experience in the financial industry. Aaron currently is registered with RBC Capital Markets, LLC, and is licensed to provide investment advice in Idaho, Texas and other states. Aaron specializes in providing financial planning and investment management services to a wide range of clients including individuals, families, businesses, and charitable organizations. Aaron has a strong track record of success in helping his clients achieve their financial goals.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
ID
04/10/2024 - Present
RBC Capital Markets, LLC (EAGLE ID)
ID
03/08/2017 - 04/10/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
05/18/2011 - 03/09/2017
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
ID
06/01/2009 - 06/01/2011
MORGAN STANLEY SMITH BARNEY (BOISE ID)
ID
12/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
ID
07/31/2000 - 12/08/2006
MCDONALD INVESTMENTS INC. (BOISE ID)
CA
07/01/1999 - 08/07/2000
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
UT
07/25/1995 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
IN
03/02/1993 - 06/13/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MN
02/03/1993 - 02/26/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/03/1993 - 02/26/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1992
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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