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Aimee Morrison

Morgan Stanley

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About Aimee Morrison

Aimee Morrison is a financial advisor with over 10 years of experience in the industry. Aimee is currently registered with Morgan Stanley and has previously been registered with other firms. Aimee has a broad range of experience in the industry and has licenses in both securities and investment advisory.

Firm Information

Aimee Morrison is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Aimee Morrison’s Registration & Firm History

OH

12/02/2022 - Present

Morgan Stanley (Columbus OH)

NY

09/19/2022 - 10/31/2022

CADARET, GRANT & CO., INC. (SYRACUSE NY)

TX

09/19/2022 - 10/31/2022

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

CA

09/19/2022 - 10/31/2022

SCF SECURITIES, INC. (SAN DIEGO CA)

CA

09/19/2022 - 10/31/2022

SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)

CA

09/19/2022 - 10/31/2022

WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)

CA

03/07/2022 - 10/31/2022

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

OH

08/25/2021 - 03/09/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)

OH

07/25/2019 - 10/21/2020

VALMARK SECURITIES, INC. (NEWARK OH)

OH

10/01/2012 - 08/15/2017

J.P. MORGAN SECURITIES LLC (COLUMBUS OH)

OH

02/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)

OH

12/25/2008 - 02/06/2012

SIGNATOR INVESTORS, INC. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 03/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2015

Series 4 - Registered Options Principal Examination

BC

Issued 01/28/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/18/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 08/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2010

Series 7 - General Securities Representative Examination

BC

Issued 12/24/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Aimee Morrison. Review regulatory record here.
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