Unclaimed
Aaron Lee McKissick is a financial advisor at PNC Investments with over 20 years of experience in the industry. Aaron is a registered representative and investment advisor representative, licensed to conduct business in multiple states. Their expertise lies in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Aaron has extensive experience managing portfolios for individuals and businesses, and helping clients select other advisors when necessary.
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.
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.
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2
PA
03/29/2005 - Present
PNC Investments (PITTSBURGH PA)
MN
09/10/2003 - 03/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/10/2003 - 03/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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