Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colton? Claim Your ProfileColton Lee Morgan is an investment advisor representative at Fidelity Personal And Workplace Advisors. Colton Morgan has been in the financial industry for 7 years. Colton Morgan is registered with FINRA and has a Series 7TO, Series 66, and SIE license. Colton Morgan has been registered in 52 states. Fidelity Personal And Workplace Advisors manages approximately $1 billion - $10 billion in assets. They have 13624 clients. Fidelity Personal And Workplace Advisors' primary compensation arrangement is a percentage of assets and they also charge fixed fees. Fidelity Personal And Workplace Advisors provides investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and charitable organizations.
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.
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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TX
02/22/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 02/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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