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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Opeoluwa? Claim Your ProfileOpeoluwa Afe is a financial advisor at Morgan Stanley. Opeoluwa has been in the industry since April 1, 2008. Opeoluwa is registered with FINRA and is licensed to provide investment advice in Maryland, Virginia, and the District of Columbia. Before joining Morgan Stanley, Opeoluwa was a financial advisor at T. Rowe Price Investment Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, SunTrust Investment Services, Inc., PNC Investments, and Wells Fargo Advisors, LLC. Opeoluwa holds the Series 6, 7, 63, and 65 licenses. Opeoluwa is also a licensed real estate agent in Maryland.
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
MD
11/07/2023 - Present
Morgan Stanley (Bethesda MD)
MD
04/03/2018 - 07/11/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
03/31/2016 - 02/08/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (COLUMBIA MD)
MD
11/21/2013 - 03/29/2016
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
11/30/2012 - 11/12/2013
PNC INVESTMENTS (TOWSON MD)
MD
03/28/2007 - 05/22/2012
WELLS FARGO ADVISORS, LLC (BOWIE MD)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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