Aikan R. Major
Professional summary
Aikan Robert Major is a registered financial advisor currently at PIVOTAL WEALTH AND TAX located in Preston, Minnesota.
Aikan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Aikan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aikan Robert Major's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2022 - Present
PIVOTAL WEALTH AND TAX
Office #1: 141 Fillmore St W, Preston, MN 55965July 17, 2019 - December 6, 2021
MML INVESTORS SERVICES, LLC
April 18, 2019 - December 6, 2021
MML INVESTORS SERVICES, LLC
June 21, 2018 - October 5, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2025)
(1/23/2023)
(1/27/2023)
(5/13/2022)
(5/26/2022)
Exams
Series 7TO
Date: 6/20/2019
General Securities Representative ExaminationCurrent Firm
PIVOTAL WEALTH AND TAX
CRD#: 321023 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 13,140,000 |
Red Flags
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Company Information
PIVOTAL WEALTH AND TAX
CRD#: 321023Preston, MN 55965TRUST BUT VERIFY
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