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Collette A Morgan

Allstate Financial Advisors, LLC

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About Collette A Morgan

Collette Morgan is a registered investment advisor representative with Allstate Financial Advisors, LLC. Collette has been in the industry since 2000 and holds FINRA Series 6, 7, 63, and 65 licenses. Collette's previous experience includes time at J.P. Morgan Securities LLC, Chase Investment Services Corp., MetLife Securities Inc., Citigroup Global Markets Inc., and Citicorp Investment Services. Collette specializes in providing financial advice to individuals.

Firm Information

Collette Morgan is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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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other

Third party advisory fees

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Collette Morgan’s Registration & Firm History

NY

01/03/2023 - Present

Allstate Financial Advisors, LLC (Deer Park NY)

NY

10/01/2012 - 03/28/2022

J.P. MORGAN SECURITIES LLC (PORT JEFFERSON NY)

NY

02/08/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (FARMINGVILLE NY)

NY

08/22/2008 - 12/23/2010

METLIFE SECURITIES INC. (HAUPPAUGE NY)

NY

05/29/2007 - 07/24/2008

CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)

NY

02/07/2000 - 05/29/2007

CITICORP INVESTMENT SERVICES (HAUPPAUGE NY)

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Licenses & Designations

IA

Issued 10/03/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/04/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Collette A Morgan.
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