Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Nobo is a financial advisor registered with J.p. Morgan Securities LLC. Morgan is a Certified Financial Planner and has been in the industry since 2014. Morgan specializes in helping individuals, corporations, and retirement plans. Morgan has experience working at Morgan Stanley and UBS Financial Services INC. Morgan is licensed in 53 states, including Texas, where Morgan is also registered as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
08/15/2024 - Present
J.p. Morgan Securities LLC (Tampa FL)
FL
09/17/2022 - 06/27/2024
MORGAN STANLEY (Tampa FL)
FL
08/28/2014 - 08/10/2016
UBS FINANCIAL SERVICES INC. (TAMPA FL)
BOTH
Issued 10/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Morgan Nobo is the right advisor for you? Invested Better is here to help.
