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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 Osei is an investment advisor representative with Morgan Stanley, based in Providence, RI. Aaron has been in the financial services industry since 2019 and has experience with both brokerage and advisory services. Aaron has a strong understanding of the financial markets and has successfully helped clients achieve their financial goals. Aaron is committed to providing his clients with personalized advice and guidance and looks forward to helping you reach your financial goals.
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
RI
01/03/2025 - Present
Morgan Stanley (Providence RI)
MA
12/18/2019 - 03/29/2021
SANTANDER SECURITIES LLC (SEEKONK MA)
IA
Issued 03/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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