Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Desalvo is a financial advisor with over 10 years of experience in the financial services industry. Morgan is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, and 66 licenses. Morgan is currently registered as an Investment Advisor Representative with Cbiz Investment Advisory Services, LLC. Morgan specializes in providing financial planning and investment management services to individuals, families, businesses, and retirement plans.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
12/19/2018 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
MD
10/05/2011 - 10/26/2015
NFP ADVISOR SERVICES, LLC (BETHESDA MD)
VA
06/09/2010 - 09/19/2011
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
VA
07/27/2009 - 04/30/2010
SECURITIES SERVICE NETWORK, INC. (RESTON VA)
MA
03/28/2006 - 07/07/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/28/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Morgan Desalvo is the right advisor for you? Invested Better is here to help.
