Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalonji? Claim Your ProfileKalonji Nathan Morrison is a financial advisor at Schwab Wealth Advisory, Inc. based in Orlando, FL. He has over 20 years of experience in the financial services industry. Kalonji Morrison has passed several industry exams, including the Series 6, 7, 31, 63, 65, and SIE. Kalonji Morrison is also a registered principal with Schwab Wealth Advisory, Inc. and has passed the Series 4, 9, and 10 exams.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
WV
11/23/2005 - 12/14/2015
UNITED BROKERAGE SERVICES, INC (CHARLESTON WV)
NC
02/06/2004 - 11/16/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
05/09/2002 - 01/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
01/21/2002 - 04/17/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/21/2002 - 04/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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