Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Clarke McLanahan is a financial professional with over 30 years of experience in the investment industry. Morgan currently works with Jefferies Investment Advisers LLC and has held previous roles at BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC. and BEAR, STEARNS & CO. INC.. Morgan is registered to offer investment advice in 53 states and holds the Series 6, 7, 63 and 66 licenses. Morgan offers investment advice for individuals, businesses and pension and profit-sharing plans. Morgan is a governor of the Meadow Club of Southampton.
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.
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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2
NY
05/31/2023 - Present
Jefferies Investment Advisers LLC (NEW YORK NY)
NY
09/22/2008 - 10/30/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/20/1995 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/08/1989 - 01/11/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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