Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Loor is a financial advisor with Citigroup Global Markets Inc. based in Miami, FL. Aaron has been working in the financial industry since 2004, providing comprehensive financial planning and investment advice to individuals, businesses, and high-net-worth clients. Aaron's focus is on creating personalized strategies tailored to meet each client's unique needs and goals. Aaron holds Series 7, 63, and 66 licenses, demonstrating a dedication to staying up-to-date with industry standards and regulations. Prior to joining Citigroup Global Markets Inc., Aaron worked at J.P. Morgan Securities LLC and HSBC Securities (USA) 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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
FL
01/24/2024 - Present
Citigroup Global Markets Inc. (Miami FL)
FL
05/16/2022 - 11/02/2023
J.P. MORGAN SECURITIES LLC (Miami FL)
NY
08/10/2015 - 01/20/2016
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
02/12/2013 - 08/26/2013
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
01/18/2006 - 02/24/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
CA
01/10/2005 - 01/12/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/04/2004 - 08/03/2004
J.H. DARBIE & CO., INC. (NEW YORK NY)
BOTH
Issued 03/29/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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