Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Morgan is a financial advisor at Northern Trust Securities, Inc. Robert has been a financial advisor since 2001 and is licensed in 33 states. Robert is a Series 7, Series 24, and Series 63 licensed professional. Robert has a wide range of experience serving a variety of clients including: high net worth individuals, corporations or other businesses, partnerships, individuals other than high net worth and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/25/2001 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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