Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Sayre is a financial professional with over 23 years of experience in the financial services industry. Morgan is registered with State Farm Investment Management Corp. and is currently active in both securities and investment advisory roles in New Jersey. Morgan has a strong background in insurance and investment management. Morgan is also a Chartered Financial Consultant. Morgan has been with State Farm since 2013, working in both their VP Management Corporation and Investment Management divisions. Morgan has a strong focus on providing financial planning services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/28/2023 - Present
State Farm Investment Management Corp. (Flemington NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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