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Aimee McRae

Kestra Investment Services, LLC

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About Aimee McRae

Aimee McRae is a financial professional with over 14 years of experience in the industry. Aimee currently holds a Series 66 license. She is a registered representative with Kestra Investment Services, LLC. Her previous experience includes roles at CADARET, GRANT & CO., INC., WELLS FARGO CLEARING SERVICES, LLC, and UBS FINANCIAL SERVICES INC.. Aimee holds a Series 7, Series 9, Series 10, Series 24 and Series 99TO license. Aimee holds a FINRA registration and is registered with the state of Texas.

Firm Information

Aimee McRae is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Aimee McRae’s Registration & Firm History

TX

11/04/2020 - Present

Kestra Investment Services, LLC (AUSTIN TX)

NY

02/13/2017 - 07/09/2020

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

01/07/2013 - 02/13/2017

WELLS FARGO CLEARING SERVICES, LLC (SYRACUSE NY)

NY

01/26/2009 - 03/13/2012

UBS FINANCIAL SERVICES INC. (SYRACUSE NY)

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Licenses & Designations

BOTH

Issued 11/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2019

Series 24 - General Securities Principal Examination

BC

Issued 11/09/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/10/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimee McRae.
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