Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morgan is a financial advisor with over 20 years of experience in the industry. Robert is registered with MWA Financial Services Inc. and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert is also a Registered Options Principal and holds several licenses and certifications including Series 7, Series 24, Series 52, and Series 66. Robert previously worked at Bruderman Brothers LLC, Bedminster Financial Group, Limited, Fulcrum Securities, LLC, Janney Montgomery Scott LLC, PrimeVest Financial Services, Inc., SunTrust Securities, Inc., Comerica Securities, and Fifth Third Securities, Inc.
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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2
PA
09/25/2023 - Present
MWA Financial Services Inc. (Hershey PA)
NY
06/21/2019 - 10/31/2019
BRUDERMAN BROTHERS LLC (New York NY)
NY
03/15/2016 - 08/14/2017
BRUDERMAN BROTHERS LLC (Suffern NY)
PA
03/27/2014 - 12/04/2014
BEDMINSTER FINANCIAL GROUP, LIMITED (HOLICONG PA)
PA
03/25/2010 - 03/28/2014
FULCRUM SECURITIES, LLC (RADNOR PA)
PA
06/15/2004 - 04/18/2008
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MN
10/30/2000 - 09/04/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
GA
04/21/1998 - 11/12/1998
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MI
04/26/1996 - 01/14/1997
COMERICA SECURITIES (DETROIT MI)
OH
08/22/1989 - 09/29/1994
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 02/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2012
Series 4 - Registered Options Principal Examination
BC
Issued 08/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1989
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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