Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Stone Morgan is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC. Philip has been in the financial services industry since 1992. Philip has a broad range of experience, including working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. Philip is licensed to provide investment advisory services in New Jersey and Texas, and he is registered as a broker-dealer in 19 states.
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.
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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2
NJ
07/02/2024 - Present
Kestra Advisory Services, LLC (BURLINGTON NJ)
NJ
01/20/2004 - 01/25/2007
PRINCOR FINANCIAL SERVICES CORPORATION (BURLINGTON NJ)
PA
02/20/2003 - 01/21/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
06/04/2001 - 03/06/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
10/06/1992 - 05/24/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/10/1992 - 05/01/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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