Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kamat is a financial advisor with over 15 years of experience in the financial services industry. Aaron is currently registered with LPL Financial LLC and provides financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Aaron has a strong track record of success in helping clients achieve their financial goals. Aaron is committed to providing personalized service and building long-term relationships with clients. Aaron holds the Series 7 and Series 66 licenses and the SIE exam. Prior to joining LPL Financial, Aaron worked with Securities America, Inc., McDonald Partners LLC and Wells Fargo Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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CA
05/21/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
OH
02/21/2014 - 05/21/2024
SECURITIES AMERICA, INC. (PEPPER PIKE OH)
OH
12/07/2012 - 02/24/2014
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
10/29/2010 - 12/10/2012
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
10/17/2008 - 11/02/2010
EDWARD JONES (MAYFIELD HEIGHTS OH)
BOTH
Issued 12/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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