Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morten? Claim Your ProfileMorten Roness is an Investment Advisor Representative with Steelpeak Wealth, LLC. He is registered with the state of California. Morten has been in the industry for over 25 years and has experience with a variety of firms. He is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals. Morten specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Morten was previously with PURSHE KAPLAN STERLING INVESTMENTS and MML INVESTORS SERVICES, LLC.
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.
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.
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CA
08/02/2016 - Present
Steelpeak Wealth, LLC (CALABASAS CA)
CA
10/03/2012 - 02/02/2016
PURSHE KAPLAN STERLING INVESTMENTS (CALABASAS CA)
CA
09/13/2010 - 08/29/2012
MML INVESTORS SERVICES, LLC (WOODLAND HILLS CA)
CA
05/14/2003 - 08/31/2010
ALLSTATE FINANCIAL SERVICES, LLC (NEWBURY PARK CA)
MO
11/17/1997 - 05/15/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
01/12/1993 - 12/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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