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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick L. Morgan is an investment advisor representative at First Heartland Consultants, Inc. in Jackson, Mississippi. Nick has been in the securities industry for over 20 years and holds the Series 6, Series 63, and Series 65 licenses. In addition to his work at First Heartland Consultants, Inc., Nick is also involved in several other businesses, including Legacy Wealth Strategies, LLC and Pin Oak Plantation LLC. Nick's experience and expertise make him a valuable asset to any client seeking investment advice.
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.
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.
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.
1
2
MS
09/17/2015 - Present
First Heartland Consultants, Inc. (Jackson MS)
MS
02/20/2015 - 06/19/2015
KOVACK SECURITIES INC. (Ridgeland MS)
MS
04/04/2000 - 02/05/2015
SIGNATOR INVESTORS, INC. (RIDGELAND MS)
IA
Issued 06/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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