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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 Thomas is a financial advisor with Pathstone in Bellevue, WA. Morgan is a Certified Financial Planner with experience in the financial services industry. Morgan has a background in financial planning and investment management and holds the Series 7, Series 63, and Series 65 licenses. Prior to joining Pathstone, Morgan was a financial advisor at Cornerstone Advisors, Inc. in Bellevue, WA. Morgan specializes in financial planning, portfolio management, and investment management.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
11/02/2020 - Present
Pathstone (ENGLEWOOD NJ)
WA
03/07/2012 - 09/18/2015
SCOTTRADE, INC. (TACOMA WA)
IA
Issued 03/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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