Unclaimed
Alexa Morgan is a financial advisor with over 10 years of experience in the industry. Alexa is currently registered with Prudential Investment Management Services LLC and is licensed to provide investment advice in all 50 states. Prior to joining Prudential, Alexa worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and MORGAN STANLEY.
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.
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2
NJ
05/03/2023 - Present
Prudential Investment Management Services LLC (Newark NJ)
NY
07/07/2015 - 04/12/2023
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NJ
08/31/2013 - 07/09/2015
MORGAN STANLEY (FLORHAM PARK NJ)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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