Unclaimed
Alex Lee Morgan is a financial professional with over three years of experience in the industry. Alex is currently registered with Blackrock Investments, LLC in New York, New York. Alex is licensed to sell securities in all 50 states and the District of Columbia. Alex holds the Series 7TO, Series 63 and SIE licenses. Alex's prior experience includes working at Credit Suisse Securities (USA) LLC in New York, New York.
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.
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.
1
2
NY
10/30/2023 - Present
Blackrock Investments, LLC (NEW YORK NY)
NY
01/25/2020 - 08/31/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 02/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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