Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Katz is a financial advisor with Grayscale Securities, LLC. Aaron has been working in the financial services industry since September 1, 2019. Aaron is registered with FINRA and has a Series 7, Series 63, and SIE licenses. Aaron is registered in 53 states and the District of Columbia. Aaron was previously employed at GENESIS GLOBAL TRADING, INC and SANFORD C. BERNSTEIN & CO., 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.
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.
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CT
10/03/2022 - Present
Grayscale Securities, LLC (Stamford CT)
CT
09/22/2020 - 10/03/2022
GENESIS GLOBAL TRADING, INC (STAMFORD CT)
NY
08/14/2019 - 09/02/2020
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 10/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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