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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Cogan is a financial advisor at Morgan Stanley. Aimee has been in the financial industry since 2000 and is licensed to provide investment advice in Florida and Texas. Aimee Cogan has earned the Series 7, Series 31 and SIE licenses. Aimee has also passed the Uniform Combined State Law Examination. Aimee Cogan has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and SunTrust Investment Services, Inc.. Aimee Cogan is registered with FINRA as a registered representative and has a total of 32 state registrations.
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
FL
01/17/2019 - Present
Morgan Stanley (Sarasota FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SARASOTA FL)
FL
03/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SARASOTA FL)
GA
09/07/2000 - 03/22/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 10/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2000
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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