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AARON
FINRA#
4749741
First Name
Last Name
LOOR
Address
Miami, FL
Firm
CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL)
AARON
FINRA#
5932094
First Name
Last Name
CARTER
Address
NEW YORK, NY
Firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK, NY); MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Jacksonville, FL); MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (Jacksonville, FL)
AARON
FINRA#
4866430
First Name
Last Name
KATSMAN
Address
JERUSALEM
Firm
PORTFOLIO RESOURCES GROUP, INC. (JERUSALEM, N/A); PORTFOLIO RESOURCES ADVISOR GROUP, INC. (CORAL GABLES, FL)
AARON
FINRA#
4933755
First Name
Middle
CHARLES
Last Name
BROWN
Address
ST. PETERSBURG, FL
Firm
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG, FL)
AARON
FINRA#
4336257
First Name
Middle
ANTHONY
Last Name
PISANI
Address
FAIRPORT, NY
Firm
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT, NY); MANNING & NAPIER INVESTOR SERVICES, INC. (Palm Beach Gardens, FL); MANNING & NAPIER ADVISORS, LLC (Palm Beach Gardens, FL)
AARON
FINRA#
2387790
First Name
Middle
MICHAEL
Last Name
SCOTT
Address
HARTFORD, CT
Firm
RBC CAPITAL MARKETS, LLC (HARTFORD, CT); RBC CAPITAL MARKETS, LLC (WEST HARTFORD, CT); RBC CAPITAL MARKETS, LLC (HARTFORD, CT); RBC CAPITAL MARKETS, LLC (WEST HARTFORD, CT)
AARON
FINRA#
4314368
First Name
Middle
PIERCE
Last Name
SEVIGNY
Address
Bonita Springs, FL
Firm
UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Bonita Springs, FL); UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (Bonita Springs, FL)
AARON
FINRA#
4749741
First Name
Last Name
LOOR
Address
Miami, FL
Firm
CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL); CITIGROUP GLOBAL MARKETS INC. (Miami, FL)
Aaron
FINRA#
6104942
First Name
Last Name
Heller
Address
New York, NY
Firm
J.P. MORGAN SECURITIES LLC (New York, NY); J.P. MORGAN SECURITIES LLC (Newark, DE); J.P. MORGAN SECURITIES LLC (Chadds Ford, PA)
Aaron
FINRA#
6104942
First Name
Last Name
Heller
Address
New York, NY
Firm
J.P. MORGAN SECURITIES LLC (New York, NY); J.P. MORGAN SECURITIES LLC (Newark, DE); J.P. MORGAN SECURITIES LLC (Chadds Ford, PA)

Important Links

Resources For Financial Advisor Seekers

Regulatory & Certification Bodies

The best advisors are certified through FINRA and SEC. Click the links to find out more.

Looking for a CFP Professional? Search our directory and verify credentials at CFP Board.

Financial Education and Resources

New to financial planning? Learn the terms they use on our glossary page. Also you can learn the basics at investor.gov

Understand different advisor fees with this guide from NAPFA.

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Industry Associations & Networks

Many of our advisors are members of FPA.

Explore fiduciary standards at The National Association of Personal Financial Advisors (NAPFA)

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