Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Morgan is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Cetera Investment Advisers LLC in Lansdale, Pennsylvania. Thomas Morgan has previously worked with Voya Financial Advisors, Inc., Locust Street Securities, Inc., United Securities Alliance, Inc., and PFS Investments Inc. He holds a Series 6, Series 63, and SIE license. Thomas Morgan offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and 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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LANSDALE PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LANSDALE PA)
IA
05/12/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
07/03/1995 - 05/05/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
09/23/1992 - 11/22/1994
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Morgan is the right advisor for you? Invested Better is here to help.
