Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Hatten is a financial advisor with Raymond James Financial Services Advisors, Inc. Morgan is also a Certified Financial Planner. Morgan has over 7 years of experience in the financial services industry. Morgan is registered with the state of Maryland. Prior to joining Raymond James, Morgan was a financial advisor with Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Morgan has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
01/10/2019 - Present
Raymond James Financial Services Advisors, Inc. (BETHESDA MD)
CO
10/01/2015 - 09/18/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
MD
08/16/2013 - 08/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
10/13/2011 - 08/29/2013
MORGAN STANLEY (BETHESDA MD)
BOTH
Issued 12/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Morgan Hatten is the right advisor for you? Invested Better is here to help.
