Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Morgan is an investment advisor representative at Ae Wealth Management, LLC with over 20 years of experience in the financial industry. Brandon has been a Certified Financial Planner since 1997 and provides financial planning, pension consulting, and investment management services. Brandon is a registered Investment Advisor in Kentucky. Brandon has held previous roles with several firms, including Locust Street Securities, Inc., FFP Securities, Inc., and Fortis Investors, Inc. Brandon is a board member of The Peoples Bank, and Bradshaw & Weil, Inc. Insurance & Financial Planning, where Brandon provides insurance and financial planning services. Brandon is also a board member of the Community Foundation of Western Kentucky and the FACE Foundation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
KY
07/23/2021 - Present
AE Wealth Management, LLC (Paducah KY)
OH
11/12/1998 - 12/19/2000
TOWER EQUITIES, INC. (DAYTON OH)
IA
01/02/1997 - 11/23/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
05/06/1996 - 12/31/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
09/30/1994 - 04/25/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
05/05/1992 - 10/13/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 02/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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