Unclaimed
Kahlil G. Morse is a financial professional with over five years of experience in the industry. Kahlil is currently registered with J.P. Morgan Securities LLC and holds a Series 63, Series 79 and SIE license. Previous to this, Kahlil worked at CITIGROUP GLOBAL MARKETS INC. from 2017 to 2021. Kahlil is licensed in 53 states and the District of Columbia. J.P. Morgan Securities LLC is a registered broker-dealer and investment advisor with over $50 billion in assets under management. The firm has 7,426 investment advisor representatives and 7,464 registered representatives. J.P. Morgan Securities LLC provides financial planning, pension consulting, selection of other advisors and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/14/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/29/2017 - 11/22/2021
CITIGROUP GLOBAL MARKETS INC. (New York NY)
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kahlil Morse is the right advisor for you? Invested Better is here to help.