Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morgan is a financial professional with over 20 years of experience in the industry. David is currently registered with Allstate Financial Services, LLC and has held previous positions with MetLife Securities Inc. and Mutual of Omaha Investor Services, Inc. David has a strong background in investment company products and variable contracts and holds the Series 6 and SIE licenses. David is registered in Arizona and Colorado.
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.
1
2
AZ
06/06/2011 - Present
Allstate Financial Services, LLC (CAVE CREEK AZ)
AZ
01/28/2010 - 05/19/2011
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
02/22/2006 - 01/13/2010
METLIFE SECURITIES INC. (ANTHEM AZ)
AZ
02/22/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ANTHEM AZ)
NE
03/12/2001 - 02/15/2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Morgan is the right advisor for you? Invested Better is here to help.
