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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Albright is an investment advisor representative with Raymond James & Associates, Inc. Aaron has been in the securities industry since April 4, 1994. Aaron has been registered with the Securities and Exchange Commission as an investment advisor since December 2, 1999. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and is also licensed in the state of Connecticut. Aaron has worked for several financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BOFA Securities, Inc., and Bank of America N.A. Prior to joining Raymond James & Associates, Inc. Aaron was with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/31/2022 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
10/29/2019 - 11/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
05/10/2019 - 10/30/2019
BOFA SECURITIES, INC. (BOSTON MA)
MA
02/06/2009 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
11/06/2000 - 03/11/2009
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
NJ
08/19/1999 - 11/06/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CT
07/29/1998 - 09/03/1998
SOUNDVIEW FINANCIAL GROUP, INC. (OLD GREENWICH CT)
NY
12/09/1996 - 03/13/1997
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
11/19/1991 - 11/21/1996
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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