Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Ian Morgan is an investment advisor representative with Savvy. Brad Ian Morgan is a Certified Financial Planner and has been in the industry since September 2014. Brad Ian Morgan has a Series 65 license and is registered to provide investment advisory services in Ohio.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/16/2024 - Present
Savvy (Cincinnati OH)
IA
Issued 12/22/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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