Years of Experience
5-20+ Years
GILBERT, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Bolden is a financial advisor with Morgan Stanley in Gilbert, Arizona. Aaron has been in the financial services industry since 2018. Aaron specializes in financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Aaron has a Series 6, Series 7, and Series 66 license. Aaron also holds the Securities Industry Essentials Examination (SIE). Aaron is registered to provide investment advisory services in 53 states and is also registered as a Registered Representative (RA) in Arizona and Texas.
SPECIALIZATIONS
Mesa, AZ
17 Years Experience
0 Disclosures
ADVISOR BIO
Aaron McDermid is an investment advisor representative who has been in the financial services industry since 2008. Aaron McDermid is registered with State Farm Investment Management Corp. and is licensed in Arizona and Nevada.
SPECIALIZATIONS
GILBERT, AZ
13 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Christopher Fraser is an investment advisor representative at Morgan Stanley, a firm with over 1402 billion dollars in regulatory assets under management. Aaron has been in the industry since 2012 and holds a Series 66 license, as well as Series 7, 9, and 10 licenses. Aaron Fraser is registered to provide advisory services in 53 states.
SPECIALIZATIONS
GILBERT, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Forrester is a financial advisor with Morgan Stanley. He has been in the financial services industry since 2017. He currently holds licenses to provide financial advice in 53 states and Puerto Rico. Aaron has a background in retail and customer service, and has also held positions in finance and business development. He has experience providing financial advice to individuals, businesses, and institutions. His client base includes insurance companies, investment companies, charitable organizations, high-net-worth individuals, and corporations. Aaron is passionate about helping his clients achieve their financial goals. He believes that everyone should have access to quality financial advice.
SPECIALIZATIONS
Phoenix, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Kieselburg is an investment advisor representative at State Farm Investment Management Corp. Aaron is registered with the state of Arizona. Aaron has been in the securities industry for over 2 years. Aaron is a licensed insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Aaron also owns and operates a rental property. Aaron is an experienced professional who is dedicated to providing his clients with the highest quality of service.
SPECIALIZATIONS
PHOENIX, AZ
18 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Supita is a financial advisor with over 15 years of experience in the financial services industry. Aaron is currently registered with Morgan Stanley in Phoenix, Arizona. Aaron has held previous positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Aaron holds a variety of securities licenses, including Series 6, 7, 24, 63, and 65.
SPECIALIZATIONS
GILBERT, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Abbey Rae Smith is a financial advisor currently registered with Morgan Stanley. Abbey has been in the financial industry since 2017 and holds multiple licenses including Series 7, Series 10, Series 9, Series 63, and Series 66. Prior to joining Morgan Stanley, Abbey worked at CHARLES SCHWAB & CO., INC.. Abbey is also registered as an Investment Advisor Representative in Arizona and Texas.
SPECIALIZATIONS
GILBERT, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Abby Smith is a financial advisor with Morgan Stanley. Abby has been in the industry since 2015. She holds the Series 66, Series 7 and SIE licenses and is registered in 49 states. Abby previously worked at USAA FINANCIAL ADVISORS, INC. and EDWARD JONES. Abby is also the proprietor of Smitten Schnauzers LLC, a dog breeding and training business. Abby is an experienced financial advisor who can help you with a variety of financial needs, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and investment companies.
SPECIALIZATIONS
Phoenix, AZ
7 Years Experience
1 Disclosures
ADVISOR BIO
Adam Gettys is an investment advisor representative with State Farm Investment Management Corp. in Phoenix, Arizona. Adam has been working in the financial services industry since 2014. Adam is registered in Arizona, Nevada, New Mexico and Utah. Adam is licensed to offer investment advisory services to individuals and investment companies. Adam is also registered to offer investment advisory services in Arizona, Nevada, New Mexico and Utah. Adam has a Series 63, Series 6, Series 6TO and SIE license. Adam has experience working with insurance companies, investment companies and other individuals.
SPECIALIZATIONS
Tempe, AZ
10 Years Experience
0 Disclosures
ADVISOR BIO
Adam Keele is a financial advisor with Morgan Stanley and has been in the industry since 2014. Adam Keele has been registered in the state of Arizona since 2014. Adam Keele is registered to offer securities products and investment advisory services in 53 states and jurisdictions. Adam Keele previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2014. Adam Keele is currently licensed as a Registered Representative and Investment Advisor Representative. Adam Keele has passed exams such as the Series 7, Series 9, Series 10, Series 66, and SIE exams.
SPECIALIZATIONS