Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert M. Morgan is an advisor with LPL Financial LLC and is based in PALMER, AK. Robert has been in the financial services industry for over 8 years and is registered with the state of Alaska and the state of Texas. Robert specializes in providing financial advice and investment services to individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AK
07/19/2023 - Present
LPL Financial LLC (PALMER AK)
AK
11/28/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Wasilla AK)
AK
07/13/2017 - 10/27/2017
CUNA BROKERAGE SERVICES, INC. (Wasilla AK)
AK
11/25/2014 - 08/25/2016
KEY INVESTMENT SERVICES LLC (PALMER AK)
BOTH
Issued 06/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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