Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kingston is an investment advisor representative with RBC Capital Markets, LLC, based in Pittsburgh, PA. Aaron has been in the industry since 2001 and holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE designation. Aaron has previously worked at UBS Financial Services, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill Lynch, A. G. Edwards & Sons, and American Express Financial Advisors. Aaron is a Certified Financial Planner and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
PA
09/13/2019 - Present
RBC Capital Markets, LLC (PITTSBURGH PA)
PA
06/19/2009 - 09/24/2019
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
PA
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)
PA
08/18/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
PA
07/16/2003 - 08/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
MO
08/03/2001 - 07/23/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
06/21/2001 - 07/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/21/2001 - 07/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2001
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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