Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Leann Lawrence is an investment advisor representative with AE Wealth Management, LLC. Morgan is registered with the state of Kansas. Morgan has been in the financial services industry since 2018. Morgan holds the Series 66, Series 24, Series 7TO, and the SIE licenses. Morgan has experience in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Morgan has previous experience with Aurora Securities and AE Financial Services, LLC.
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.
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.
1
2
KS
02/02/2024 - Present
AE Wealth Management, LLC (Topeka KS)
KS
01/10/2023 - 02/05/2024
AURORA SECURITIES (Topeka KS)
KS
10/11/2019 - 12/22/2022
AE FINANCIAL SERVICES, LLC (Topeka KS)
BOTH
Issued 08/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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