Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lin is a financial professional with over 15 years of experience in the industry. Aaron is currently registered with Charles Schwab & Co., Inc. and provides financial services in Brooklyn, NY. Aaron has also worked for TD Ameritrade, Inc., SCOTTRADE, INC., COLUMBUS ADVISORY GROUP, LTD., WTS PROPRIETARY TRADING GROUP LLC, KNIGHT EQUITY MARKETS, L.P., KNIGHT DIRECT LLC, and EDGETRADE LLC. Aaron holds the Series 4, 7, 24, 55, 66, and SIE licenses, and is qualified to offer various financial products and services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Brooklyn NY)
NY
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Brooklyn NY)
NY
12/26/2013 - 02/26/2018
SCOTTRADE, INC. (NEW YORK NY)
NY
06/12/2012 - 12/12/2013
COLUMBUS ADVISORY GROUP, LTD. (NEW YORK NY)
NY
04/17/2012 - 08/15/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NJ
10/15/2008 - 10/08/2010
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
NJ
08/11/2008 - 10/08/2010
KNIGHT DIRECT LLC (JERSEY CITY NJ)
NJ
07/18/2008 - 09/04/2008
EDGETRADE LLC (JERSEY CITY NJ)
NJ
02/26/2007 - 07/21/2008
KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)
BOTH
Issued 01/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2009
Series 4 - Registered Options Principal Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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