Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Blanco is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Morgan has been in the industry since 2017 and holds the Series 7, Series 66, and SIE licenses. Morgan specializes in providing asset management services to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and other institutions. Morgan has a diverse background, having previously worked at Victory Capital Management and Nuveen Asset Management, LLC. Prior to entering the financial services industry, Morgan worked at the University of Colorado Boulder. Morgan is registered in 54 states and the District of Columbia. Morgan is dedicated to providing their clients with personalized financial advice and investment strategies tailored to their individual needs.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/19/2025 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
BOTH
Issued 12/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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