Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kaltbaum is a financial advisor registered with Baron Capital, Inc. Aaron is licensed to conduct securities business in all 50 states. Aaron has over 4 years of experience in the financial services industry. Prior to joining Baron Capital, Inc. Aaron was employed with CHARLES SCHWAB & CO., INC. Aaron has a Series 7, Series 66 and SIE license.
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.
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.
1
2
NY
01/02/2018 - Present
Baron Capital, Inc. (NEW YORK NY)
NY
04/10/2014 - 11/27/2017
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
BOTH
Issued 07/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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