Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Katyl is a financial advisor with over 13 years of experience in the financial services industry. Aaron is currently registered with Private Advisor Group, LLC as a Registered Representative and Investment Advisor Representative. Previously, Aaron worked for Pruco Securities, LLC, Signator Investors, Inc. and New England Securities. Aaron has been actively registered with the state of Pennsylvania since 2008 and holds both Series 7 and Series 66 licenses. Aaron is a member of FINRA and is also a member of the LPL Financial team.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
05/21/2019 - Present
Private Advisor Group, LLC (Allentown PA)
PA
06/13/2016 - 05/20/2019
PRUCO SECURITIES, LLC. (CHALFONT PA)
PA
01/18/2013 - 06/10/2016
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
PA
03/03/2010 - 10/03/2012
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
03/21/2008 - 08/11/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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