Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Matz is a financial advisor with Citigroup Global Markets Inc. Morgan has been working in the financial services industry since 2015. Morgan is registered as a broker-dealer and investment advisor in Missouri. Morgan previously worked with Wells Fargo Clearing Services, LLC and Scottrade, 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.
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 advice
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
MO
12/16/2020 - Present
Citigroup Global Markets Inc. (O'Fallon MO)
MO
05/01/2019 - 12/01/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IL
08/19/2015 - 03/09/2018
SCOTTRADE, INC. (BELLEVILLE IL)
MO
02/22/2013 - 06/10/2014
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 05/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
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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