Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Allen is an investment advisor representative with Stratos Wealth Advisors LLC. Morgan has been in the industry since 2016 and has experience in providing financial planning, portfolio management, and pension consulting services. Morgan is registered with the state of New York and Texas as an investment advisor representative. Prior to joining Stratos Wealth Advisors LLC, Morgan worked as an advisor at Capitol Securities Management, Inc. and Charles Schwab & Co., Inc..
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.
Percentage of assets under management with third party managers
1
2
NY
07/05/2024 - Present
Stratos Wealth Advisors LLC (Rochester NY)
NY
11/24/2021 - 06/18/2024
CAPITOL SECURITIES MANAGEMENT, INC. (ROCHESTER NY)
AZ
03/30/2016 - 04/21/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 09/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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