Morgan Aries

Morgan Aries has been in the financial industry since 2004 working for both financial advisory and trading firms in New York and Hawaii. He holds an MBA from Hawaii Pacific University with a dual concentration in finance and management and a bachelor’s in business administration from Coastal Carolina University. He has held both Series 7 and 66 financial licenses and has professional experience within trade support, option pricing, client support, account transfers and funding/hedging currency options. In his spare time he enjoys surfing, golfing, swimming, playing drums/guitar and spending his time outdoors.

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Financial transition services and on-site full-service transition support to financial institutions for new recruits.