Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Carr is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 2015. Morgan is registered with the Securities and Exchange Commission (SEC) and holds Series 66, Series 7, and SIE licenses. Cetera Investment Advisers LLC is a registered investment advisor with the SEC. They provide a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. Morgan is also a licensed insurance agent in several states and has previous experience with Securian Financial Services, Inc.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
09/03/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 10/1/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Morgan Carr is the right advisor for you? Invested Better is here to help.
