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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Forker is a financial advisor with RBC Capital Markets, LLC. Aaron has been in the industry since January 2016. Aaron is registered as an Investment Advisor Representative in Maryland and Texas. Prior to joining RBC Capital Markets, LLC, Aaron was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aaron specializes in the provision of financial planning, pension consulting, and portfolio management services. Aaron has experience working with a wide range of clients, including high net worth individuals, corporations, and other businesses. Aaron holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE) certification.
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
MD
10/30/2024 - Present
RBC Capital Markets, LLC (BALTIMORE MD)
MD
01/06/2016 - 01/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 01/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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