Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Weil is a financial advisor with Raymond James Financial Services Advisors, Inc. Morgan has been in the financial services industry since August 19, 2002 and has experience in a number of financial services roles at firms such as Ameriprise Financial Services, Inc., IDS Life Insurance Company, Royal Alliance Associates, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Citigroup Investment Services, and The Dreyfus Service Corporation. Morgan specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Morgan is registered to provide investment advice in several states including New York, Texas, and Arizona.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
10/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Smithtown NY)
NY
04/14/2004 - 09/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Smithtown NY)
MN
04/14/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
09/03/2003 - 01/13/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
03/20/2003 - 06/05/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/2003 - 06/05/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/11/2002 - 03/19/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
11/06/2000 - 11/27/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/06/2000 - 11/27/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/07/1999 - 04/03/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 08/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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