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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Wam is a financial advisor at United Capital Financial Advisors. Morgan Wam is registered as an investment advisor in California. Morgan Wam has been in the industry for 5 years and has a Series 65 license. Morgan Wam specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Morgan Wam also provides sub-advisory services for other investment advisors.
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.
Sub-adviser for other investment advisers
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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CA
01/01/2025 - Present
United Capital Financial Advisors (SAN DIEGO CA)
IA
Issued 12/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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