Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Veth is a financial advisor with Bogart Wealth, LLC and has been in the industry since 2007. Morgan has Series 6, 7, 9, 10, 63, and 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Morgan Veth has a CFP designation and works with high-net-worth individuals and individuals other than high-net-worth clients. Bogart Wealth, LLC is a registered investment advisor that provides financial planning, educational seminars, and portfolio management services.
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.
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.
1
2
VA
07/12/2022 - Present
Bogart Wealth, LLC (MCLEAN VA)
DC
01/01/2008 - 06/01/2022
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
NC
04/11/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
BOTH
Issued 06/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Morgan Veth is the right advisor for you? Invested Better is here to help.
