Unclaimed
Aaron Krauss is a registered representative with Bahl & Gaynor Inc., based in Brookhaven, Georgia. Aaron has been in the financial services industry since April 2011. Aaron is licensed to provide investment advice in multiple states. In addition to Aaron's role with Bahl & Gaynor Inc., Aaron also holds a Registered Representative position with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor Inc.
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.
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.
Strategic management for diversified investment portfolios.
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
GA
03/04/2024 - Present
Bahl & Gaynor Inc. (Brookhaven GA)
IA
06/27/2022 - 08/28/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
GA
09/15/2020 - 06/08/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
06/27/2016 - 09/15/2020
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
PA
01/25/2013 - 03/04/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
03/31/2009 - 01/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
08/01/2007 - 01/21/2009
MAXIM GROUP LLC (NEW YORK NY)
BC
Issued 05/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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