Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Ferrick is an investment advisor representative with First Command Advisory Services. Morgan has been in the industry since 2019. Morgan is registered to offer investment advisory services in Colorado and Utah. Morgan holds the Series 63, Series 65 and Series 6TO licenses as well as the SIE exam. Morgan is also licensed in Colorado as an insurance producer. Morgan specializes in portfolio management for individuals and financial planning. Morgan is a bartender at Peterson Space Force Base Hub and has been in this position since 2019.
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.
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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TX
04/22/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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