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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Marlin is a financial advisor with Cetera Investment Advisers LLC. Morgan has been a financial advisor since 2012, with prior experience at MML Investors Services, LLC and MassMutual Life Insurance Company. Morgan holds Series 6, 7, 24, 63 and 65 licenses, and has an active registration with the State of Georgia as both a Broker-Dealer and an Investment Advisor. Morgan has also been licensed as a Broker-Dealer in 17 additional states. Morgan offers a variety of financial services including financial planning, portfolio management, securities and advisory services, insurance, and investment products.
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.
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GA
08/13/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
07/23/2012 - 10/04/2017
MML INVESTORS SERVICES, LLC (ATLANTA GA)
IA
Issued 10/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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