Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaley? Claim Your ProfileKaley Atkins Morgan is a registered representative with SPC, an investment advisor firm headquartered in Ann Arbor, Michigan. Kaley has been in the financial services industry for over a year. Kaley is registered in Texas and has passed the Series 7, Series 66, and SIE exams. Kaley works with a variety of clients, including individuals, corporations, charities, and retirement plans. Kaley is an experienced financial advisor, providing a variety of services including financial planning, retirement planning, investment management, and portfolio management. Kaley is dedicated to helping her clients achieve their financial goals.
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.
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.
Consultation services
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.
Seminar attendance fees
1
2
TX
01/25/2023 - Present
SPC (San Antonio TX)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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