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Morry Gene Morales

Axos Invest, Inc.

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About Morry Gene Morales

Morry Gene Morales is a financial advisor with over 4 years of experience in the financial services industry. Morry Gene is registered with Axos Invest, Inc. and has been working at the firm since 2024. Prior to joining Axos Invest, Inc., Morry Gene was an advisor at Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC. Morry Gene is licensed to provide investment advice in all 50 states and the District of Columbia.

Firm Information

Morry Morales is currently registered with Axos Invest, Inc.. Axos Invest, Inc. is an investment advisor headquartered in LAS VEGAS, NV. The firm provides portfolio management for individuals. They have approximately $143 million in regulatory assets under management and advise 18,834 accounts. Axos Invest, Inc. is registered with the SEC and has a SEC Number of 801-79951.
Axos Invest, Inc.

9205 W RUSSELL ROAD

LAS VEGAS, NV 89148

$143.03M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Morry Morales’s Registration & Firm History

CA

04/08/2024 - Present

Axos Invest, Inc. (San Diego CA)

CA

03/29/2023 - 03/29/2024

CHARLES SCHWAB & CO., INC. (San Diego CA)

CA

10/03/2019 - 11/30/2022

WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Morry Gene Morales.
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