Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron E. Hall is an investment advisor representative who has been in the financial services industry since 2016. He is currently registered with Morgan Stanley and has previously worked with J.P. Morgan Securities LLC and UBS Financial Services Inc. Hall holds Series 7 and Series 66 licenses and provides financial planning, asset allocation advice, pension consulting, portfolio management for individuals, businesses, and investment companies, and educational seminars. He also serves as a Board Member of the New Canaan Veterans of Foreign War Post 653.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
02/05/2021 - Present
Morgan Stanley (Westport CT)
CT
07/17/2019 - 01/06/2021
J.P. MORGAN SECURITIES LLC (Greenwich CT)
CT
04/26/2016 - 07/23/2019
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 05/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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