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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morgan is a financial advisor with Brookstone Wealth Advisors, LLC. Michael has been working in the financial services industry since 1981. Michael's experience includes working with individuals and businesses. Michael holds a Series 63 license and a SIE designation. Michael is also a Chartered Financial Consultant.
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.
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.
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.
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IL
07/05/2023 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
TX
11/26/2019 - 06/29/2023
CORECAP INVESTMENTS, LLC (Hurst TX)
TX
06/26/2019 - 11/27/2019
WORLD EQUITY GROUP, INC. (Bedford TX)
TX
03/17/2015 - 07/25/2019
TAYLOR CAPITAL MANAGEMENT INC. (Bedford TX)
TX
07/07/2011 - 10/07/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (LUBBOCK TX)
TX
08/10/2007 - 07/28/2011
H. BECK, INC. (LUBBOCK TX)
IA
07/10/2007 - 08/14/2007
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (URBANDALE IA)
TX
03/16/2006 - 07/13/2007
LEGACY FINANCIAL SERVICES, INC. (LUBBOCK TX)
TX
10/25/2002 - 03/09/2006
TOWER SQUARE SECURITIES, INC. (LUBBOCK TX)
CT
10/15/1993 - 10/24/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
04/10/1996 - 09/30/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
GA
03/25/1985 - 10/13/1988
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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