Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Stowell is a financial advisor who has been in the industry since 2001. Aaron is currently registered with Oppenheimer & Co. Inc. as an Investment Advisor Representative. Aaron is also registered in Georgia, Massachusetts, and New York as a Broker. Prior to joining Oppenheimer & Co. Inc., Aaron worked for Morgan Stanley and E*TRADE SECURITIES LLC. Aaron holds Series 3, 4, 7, 9, 10, 24, 63, 65, 79TO, 99TO, and SIE licenses. Aaron provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
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.
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.
1
2
GA
06/17/2024 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
FL
06/01/2009 - 06/11/2024
MORGAN STANLEY (St. Petersburg FL)
GA
08/24/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALPHARETTA GA)
GA
05/02/2001 - 09/13/2007
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 04/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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