Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greisy? Claim Your ProfileGreisy Aragon is an investment advisor representative associated with Morgan Stanley. She has been working in the financial services industry since December 21, 2018. Aragon holds Series 7 and Series 66 securities licenses. She is registered to offer investment advice and securities products in 53 states.
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
NM
08/04/2021 - Present
Morgan Stanley (Albuquerque NM)
NM
09/17/2019 - 05/19/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (ALBUQUERQUE NM)
TX
12/04/2017 - 06/08/2018
CHARLES SCHWAB & CO., INC. (El Paso TX)
NM
04/17/2017 - 10/19/2017
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2017
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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