Unclaimed
Aaron Switalski is a Registered Representative and Investment Advisor Representative with Northcoast Research Partners, LLC, in Cleveland, Ohio. Aaron has been working in the securities industry since 2021. Aaron has passed the Series 63, Series 66, Series 7TO, Series 86, and Series 87 exams. Prior to joining Northcoast Research Partners, LLC, Aaron was a registered representative with Charles Schwab & Co., Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
OH
10/16/2023 - Present
Northcoast Research Partners, LLC (Cleveland OH)
OH
06/18/2021 - 03/22/2022
CHARLES SCHWAB & CO., INC. (Richfield OH)
BOTH
Issued 10/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/31/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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