Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Less is a registered investment advisor representative with ON Investment Management Co. Morgan is based in Cedar Rapids, IA and has been in the industry since 2022. Morgan Less is registered with the state of Iowa and holds the Series 66, Series 7TO and SIE licenses. Morgan also works with Quantum to identify fixed annuities and FIA for clients seeking these product offerings.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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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2
IA
06/23/2023 - Present
ON Investment Management Co. (Cedar Rapids IA)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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