Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Henson is a financial advisor with Morgan Stanley, a large financial firm with a diverse client base. Aaron has been in the financial industry since 2010 and is registered with the Securities and Exchange Commission (SEC) and many state regulators. Aaron has passed the Series 7, Series 66, and the Securities Industry Essentials Exam (SIE). Aaron specializes in financial planning, investment management, and pension consulting. He works with a variety of clients including high-net-worth individuals, families, businesses, and institutions.
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
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
10/20/2020 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
11/09/2018 - 10/26/2020
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
10/27/2011 - 05/30/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
11/20/2007 - 12/09/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/17/2006 - 09/25/2007
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 11/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
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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