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Kaegen Christopher Morris

Wallachbeth Capital LLC

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About Kaegen Christopher Morris

Kaegen Christopher Morris is a financial professional with over 6 years of experience in the industry. Kaegen Morris is currently registered with Wallachbeth Capital LLC, and has previously worked with RAYMOND JAMES FINANCIAL SERVICES, INC.. Kaegen Morris is licensed to conduct securities business in New Jersey and New York. Kaegen Morris holds the Series 7, Series 63, Series 66, Series 57TO and SIE licenses.

Firm Information

Kaegen Morris is currently registered with Wallachbeth Capital LLC. Wallachbeth Capital LLC is a Limited Liability Company formed in May 2008. The firm is registered in 44 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

44

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.

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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Kaegen Morris’s Registration & Firm History

NJ

09/20/2019 - Present

Wallachbeth Capital LLC (JERSEY CITY NJ)

NY

10/12/2016 - 07/31/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 11/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2021

Series 57TO - Securities Trader Exam

BC

Issued 07/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kaegen Christopher Morris.
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