Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morrow is a financial advisor with Osaic FA, Inc. based in Radnor, Pennsylvania. Michael has been in the financial services industry since 2011 and has extensive experience in providing investment advice and financial planning to individuals and corporations. Michael is registered with the state of Pennsylvania and is Series 7, Series 6, Series 63, Series 65 and SIE licensed. Michael’s previous experience includes M&T Securities, Inc., Capital One Investing, LLC, J.P. Morgan Securities LLC, Hornor, Townsend & Kent, Inc. and MML Investors Services, LLC.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/06/2019 - Present
Osaic FA, Inc. (RADNOR PA)
DE
04/27/2018 - 10/28/2019
M&T SECURITIES, INC. (Wilmington DE)
VA
02/09/2016 - 04/10/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
DE
10/09/2014 - 01/15/2016
J.P. MORGAN SECURITIES LLC (NEWARK DE)
DE
01/09/2012 - 04/09/2013
HORNOR, TOWNSEND & KENT, INC. (WILMINGTON DE)
DE
10/12/2011 - 01/09/2012
MML INVESTORS SERVICES, LLC (NEW CASTLE DE)
IA
Issued 03/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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