Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Busot is a financial advisor at Morgan Stanley. Aldo has been in the financial services industry since 1975, and has been with Morgan Stanley since 2009. Aldo holds Series 3, 5, 7, 8, 9, 10, 63, and 65 licenses. Aldo specializes in providing financial advice to individuals, businesses, and institutions. Aldo is also a member of the board of directors of the Dr John T MacDonald Foundation.
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
04/23/2020 - Present
Morgan Stanley (Coral Gables FL)
FL
02/13/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)
FL
01/23/1980 - 03/04/2009
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
NA
01/27/1980 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
08/31/1978 - 01/21/1980
THOMSON MCKINNON SECURITIES INC.
NA
04/10/1978 - 09/15/1978
THE SECURITIES CORPORATION OF PUERTO RICO
NA
09/16/1977 - 05/24/1978
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
08/21/1975 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 05/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1983
Series 5 - Interest Rate Options Examination
BC
Issued 10/26/1982
Series 3 - National Commodity Futures Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 08/16/1975
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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