Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Callahan Golich is a financial advisor registered with the state of Michigan. Morgan is affiliated with Osaic Advisory Services, LLC. Morgan has 8 years of experience in the financial services industry. Prior to joining Osaic Advisory Services, LLC, Morgan was an associate wealth advisor with Triad Advisors LLC. Morgan holds the Series 7 and Series 66 securities licenses. Morgan is also registered as an investment advisor representative in the state of Michigan.
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.
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.
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.
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GA
01/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MI
01/12/2024 - 08/23/2024
TRIAD ADVISORS LLC (Bloomfield Hills MI)
MI
09/08/2022 - 01/09/2024
CETERA ADVISORS LLC (BLOOMFIELD HILLS MI)
MI
01/19/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
07/07/2016 - 12/11/2017
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
BOTH
Issued 10/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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