Unclaimed
Aaron Robert Shah is a financial advisor with Dinan Capital Advisors, a firm based in Phoenix, Arizona. Aaron holds a Series 7 and Series 66 license. He has been in the financial industry since October 4, 2016. Before joining Dinan Capital Advisors, Aaron worked at Waddell & Reed. Aaron is registered in Arizona.
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
AZ
01/20/2017 - Present
Dinan Capital Advisors (PHOENIX AZ)
AZ
11/18/2014 - 03/04/2015
WADDELL & REED (SCOTTSDALE AZ)
BOTH
Issued 10/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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