Unclaimed
Aaron Litman is a financial professional with a strong background in the financial services industry. Aaron has experience working with various financial institutions, including Ameriprise Financial Services, LLC, Northern Trust Securities, Inc. and Ally Invest Securities LLC. Aaron is registered with Northern Trust Securities, Inc. and has expertise in portfolio management and financial planning. Aaron's focus is on providing investment advice and services to high-net-worth individuals, corporations, and other businesses.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/16/2024 - Present
Northern Trust Securities, Inc. (Chicago IL)
NC
03/04/2024 - 07/31/2024
ALLY INVEST SECURITIES LLC (CHARLOTTE NC)
FL
09/25/2023 - 01/29/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Boca Raton FL)
FL
09/28/2022 - 02/03/2023
NORTHERN TRUST SECURITIES, INC. (FT. LAUDERDALE FL)
FL
05/25/2022 - 08/24/2022
TRADESTATION SECURITIES, INC. (PLANTATION FL)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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