Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Danny Martin is an investment advisor representative who has been in the industry since May 23, 2016. Morgan is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Oklahoma and Texas. Morgan has earned Series 66, Series 7, and SIE securities licenses. Morgan also holds licenses in 44 states. Morgan Martin is a member of the CrossTown Learning Center and Cascia Hall Alumni Association Board. Morgan is a registered representative at the Tulsa branch office of Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan has been employed at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2016. The firm has approximately $10 billion - $50 billion in assets under management and has 16965 clients. Merrill Lynch, Pierce, Fenner & Smith Inc. offers a variety of advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Morgan is dedicated to providing clients with the highest quality financial advice and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OK
09/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
BOTH
Issued 07/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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