Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Lemaitre is a financial advisor with over 10 years of experience in the financial services industry. Morgan is currently registered with Oneseven. Morgan provides financial advice to a variety of clients, including high-net-worth individuals, families, and businesses. Morgan is committed to helping clients achieve their financial goals.
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.
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.
Solicitors' fees for referrals to other money managers
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2
OH
10/17/2019 - Present
Oneseven (BEACHWOOD OH)
UT
10/22/2019 - 08/06/2020
INTERNATIONAL ASSETS ADVISORY, LLC (PARK CITY UT)
UT
11/06/2015 - 10/17/2019
RAYMOND JAMES & ASSOCIATES, INC. (COTTONWOOD HEIGHTS UT)
NY
03/03/2014 - 11/03/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
08/17/2012 - 03/04/2014
UBS FINANCIAL SERVICES INC. (PARK CITY UT)
UT
05/16/2012 - 07/25/2012
WADDELL & REED, INC. (COTTONWOOD HEIGHTS UT)
BOTH
Issued 09/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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