Unclaimed
Aaron Knoll is a registered investment advisor representative with International Assets Investment Management, LLC in Orlando, FL. Aaron has been in the industry since 2003 and holds a Series 7, 24, and 66. Aaron specializes in providing financial planning, pension consulting, and portfolio management for individuals and 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.
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.
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
08/29/2012 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
09/05/2006 - 07/30/2012
FIRST BROKERAGE AMERICA, L.L.C. (BRADENTON FL)
IL
09/16/2004 - 09/21/2006
FIFTH THIRD SECURITIES, INC. (OAK LAWN IL)
IL
05/24/2004 - 09/02/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
02/17/2003 - 05/25/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/17/2003 - 05/25/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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