Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Prior Morgan is a financial professional with over 30 years of experience in the industry. Thomas is currently registered with Brokers International Financial Services, LLC and has previously held positions with Equity Services, Inc., Securities America, Inc., and Sunset Financial Services, Inc., among others. Thomas specializes in providing financial advice and services to individuals, high-net-worth individuals, charitable organizations, and corporations or 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
KS
05/14/2024 - Present
Brokers International Financial Services, LLC (Leawood KS)
KS
12/19/2023 - 05/13/2024
EQUITY SERVICES, INC. (LEAWOOD KS)
MO
09/27/2021 - 08/31/2023
SECURITIES AMERICA, INC. (Kansas City MO)
MO
02/02/2009 - 07/13/2023
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
GA
02/10/2005 - 06/18/2008
METLIFE SECURITIES INC. (ATLANTA GA)
GA
02/10/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
IA
07/12/2004 - 02/02/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
10/29/1996 - 07/16/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
08/22/1996 - 10/24/1996
BHCM INC. (HOUSTON TX)
IA
09/26/1995 - 05/20/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
08/13/1990 - 05/03/1995
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
12/22/1986 - 02/27/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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