Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Morgan is a financial advisor with Momentum Independent Network Inc. Michael has been in the financial services industry since January 6, 1986. Michael is registered as a broker and investment advisor representative in Colorado and Illinois. Michael holds a series 63, 65, 7, 24, 52TO, 53, 55 and 57TO licenses. Michael is currently registered with Momentum Independent Network Inc. and has previously been registered with NTB FINANCIAL CORPORATION, NEIDIGER, TUCKER, BRUNER, INC., and WALL STREET WEST, INC.. Michael is registered in over 20 states and has a broad range of experience in the financial services industry. Michael specializes in a variety of investment products and services, including portfolio management, financial planning, and educational seminars. Michael has a strong commitment to helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
CO
02/08/2023 - Present
Momentum Independent Network Inc. (DENVER CO)
CO
01/12/1987 - 12/31/2022
NTB FINANCIAL CORPORATION (PARKER CO)
NA
12/01/1986 - 12/23/1986
NEIDIGER, TUCKER, BRUNER, INC.
NA
12/17/1985 - 12/09/1986
WALL STREET WEST, INC.
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1989
Series 24 - General Securities Principal Examination
BC
Issued 03/30/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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