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 at Northwestern Mutual Investment Services, LLC. Robert has been in the financial services industry for over 20 years and is licensed to provide financial advice in North Carolina, Oklahoma, and Texas. Robert has a Series 7TO, Series 66, and SIE licenses and is an active member of the North Carolina, Oklahoma, and Texas Bar Associations. Robert is also a member of the National Association of Insurance and Financial Advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
11/22/2023 - Present
Northwestern Mutual Investment Services, LLC (WILMINGTON NC)
NC
08/16/2022 - 11/07/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (JACKSONVILLE NC)
BOTH
Issued 09/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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