Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Anthony Truscott is an investment advisor representative for J.p. Morgan Securities LLC. Morgan has been in the industry since August 22, 2007. Morgan is registered in 53 states and has 2 approved IA state registrations. Morgan is also registered with FINRA and the MSRB. Morgan is a member of the Board of Directors at both Goodwill-Easter Seals Minnesota and the Goodwill-Easter Seals Foundation. Morgan has a strong background in providing financial planning and portfolio management services to individuals, businesses, and institutions. Morgan is committed 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MN
02/26/2024 - Present
J.p. Morgan Securities LLC (Minneapolis MN)
MI
08/22/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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