Unclaimed
Aaron Meyerson is a financial professional with over six years of experience in the industry. Aaron is currently registered with Finalis Securities LLC in New York. Previously, Aaron worked at Columbia Capital Securities, Inc. in Los Angeles. Aaron holds the Series 63, Series 7, Series 79, and SIE exams. Aaron is currently registered in California and New York.
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
03/09/2022 - Present
Finalis Securities LLC (New York NY)
CA
08/16/2016 - 06/14/2022
COLUMBIA CAPITAL SECURITIES, INC. (Los Angeles CA)
BC
Issued 12/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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