Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Elizabeth Nichols is a financial advisor with Ameriprise Financial Services, LLC. Morgan has been in the financial services industry since February 2012. Morgan holds the Series 6, 7, 63, and 66 licenses. Morgan's primary office location is in Grapevine, Texas. Ameriprise Financial Services, LLC provides financial planning, portfolio management for businesses and individuals, as well as pension consulting and educational seminars. The firm manages over $479 billion in assets.
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.
Asset allocation services
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
TX
12/21/2020 - Present
Ameriprise Financial Services, LLC (Grapevine TX)
MA
05/14/2012 - 06/18/2015
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CA
02/13/2012 - 06/28/2012
NATIONAL PLANNING CORPORATION (THOUSAND OAKS CA)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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