Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Campbell is a registered investment advisor representative with Alliancebernstein LP. Morgan has been in the industry since June 2015 and has a diverse background in financial services, including experience with CRI Securities, LLC and Securian Financial Services, Inc. Morgan is licensed in California, New Jersey, and New York and holds several securities licenses, including Series 7, Series 9, Series 10, and Series 66. Morgan specializes in portfolio management, financial planning, and asset allocation.
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.
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 allocation
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.
Earned based on transactions or products sold.
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
NY
11/28/2023 - Present
Alliancebernstein LP (NEW YORK NY)
CA
09/18/2014 - 02/24/2016
CRI SECURITIES, LLC (SAN DIEGO CA)
CA
09/18/2014 - 02/24/2016
SECURIAN FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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