Unclaimed
Aaron Blomquist is a financial advisor with over 20 years of experience in the industry. Aaron is currently registered with Perella Weinberg Partners LP and Tudor, Pickering, Holt & Co. Securities, LLC. Prior to joining Perella Weinberg Partners, Aaron worked at Tudor Pickering Holt & Co Advisors LP for nearly seven years. Before that, Aaron worked at Merrill Lynch for over four years. Aaron is a Series 7, 24, 63, and 79TO licensed advisor. Aaron holds a Bachelor of Arts in Finance from the University of Texas at Austin.
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
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
07/17/2014 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
07/29/2010 - 07/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
07/21/2009 - 06/24/2010
EVERCORE GROUP L.L.C. (HOUSTON TX)
TX
09/10/2003 - 07/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 08/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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