Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Strand is a financial advisor with Citigroup Global Markets Inc., registered in the state of California. Aaron has been in the industry since September 3, 2020. Currently, Aaron is registered with the state of California for both securities and investment advisor activities. Previously, Aaron worked with First Republic Securities Company, LLC and First Republic Investment Management, LLC, both in San Francisco. Aaron holds Series 66, Series 31, Series 7TO and SIE licenses. Aaron works with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and charitable organizations.
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.
Asset allocation advice
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
CA
10/28/2020 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials 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
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
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