Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gannon? Claim Your ProfileGannon Morrison is a financial advisor who has been in the industry since 2018. Gannon has held previous roles at AXA Advisors, LLC and UBS Financial Services Inc. before joining Citigroup Global Markets Inc. in 2021. Gannon is a registered representative in 12 states and holds the Series 7, Series 63, and Series 65 licenses. Gannon specializes in providing investment advice for individuals, businesses, pension plans, and charitable organizations. Gannon works with clients to develop customized financial plans and investment strategies.
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.
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.
Asset allocation advice
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.
1
2
NY
11/17/2021 - Present
Citigroup Global Markets Inc. (New York NY)
NJ
02/20/2019 - 08/16/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/11/2018 - 02/20/2019
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 03/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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