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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 Gregory Getz is an investment advisor representative with Morgan Stanley in Minneapolis, Minnesota. Aaron has been in the financial services industry for over 20 years and has a strong track record of providing personalized investment advice to individuals, families, and businesses. Aaron is registered to offer investment advice in multiple states, including Minnesota, Texas, and the District of Columbia. Prior to joining Morgan Stanley, Aaron worked at CITIGROUP GLOBAL MARKETS INC., FIDELITY BROKERAGE SERVICES LLC, TD WATERHOUSE INVESTOR SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Aaron is a licensed Series 66 and Series 7 representative.
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
MN
02/20/2020 - Present
Morgan Stanley (Minneapolis MN)
DC
03/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
06/02/2005 - 01/05/2007
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
NE
10/06/2003 - 05/02/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MN
10/06/2002 - 10/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/2002 - 10/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2002
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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