Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Wolf is a financial professional with over 10 years of experience in the industry. Aaron is currently registered with Truist Securities, Inc. and is licensed to conduct business in all 50 states and the District of Columbia. Prior to joining Truist, Aaron worked for Credit Suisse Securities (USA) LLC and Barclays Capital Inc. Aaron holds the Series 79, Series 63, and SIE licenses.
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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2
TX
01/20/2022 - Present
Truist Securities, Inc. (HOUSTON TX)
TX
07/08/2019 - 12/26/2021
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
TX
09/08/2011 - 07/05/2019
BARCLAYS CAPITAL INC. (HOUSTON TX)
BC
Issued 01/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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