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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Morris is an investment advisor representative with Highline Wealth Partners, a firm based in Sherman Oaks, California. Aaron has been in the financial services industry since 2011. Aaron has a wide range of experience, including working with individuals, families, businesses, and non-profit organizations. Aaron is dedicated to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
08/21/2018 - Present
Highline Wealth Partners (SHERMAN OAKS CA)
CA
10/27/2017 - 04/11/2018
DFPG INVESTMENTS, INC. (Calabasas CA)
CA
09/22/2014 - 11/08/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
CA
06/18/2014 - 09/23/2014
SECURITIES AMERICA, INC. (CALABASAS CA)
CA
07/27/2011 - 05/02/2014
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 04/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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