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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Alexandra Steves is an Investment Advisor Representative with Gallagher Fiduciary Advisors, LLC. Morgan has been in the financial industry since September 2015. Prior to joining Gallagher Fiduciary Advisors, LLC, Morgan was a Business Development Specialist with TRIAD ADVISORS, LLC and Kestra Investment Services, LLC. Morgan is registered with the state of Texas as an Investment Advisor Representative. Morgan specializes in retirement plan consulting, portfolio management for individuals and businesses, and financial planning. Morgan has passed the Series 6, Series 63, Series 65, and SIE exams. Morgan has a record of 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d misc. for explanation
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.
1
2
TX
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Houston TX)
TX
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Houston TX)
TX
09/04/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
IA
Issued 12/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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