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 Cetera Investment Advisers LLC. Thomas has been in the financial services industry since May 8, 1993. Thomas is registered with the state of Pennsylvania as both a broker and an investment advisor. Thomas is a Series 6, Series 63 and SIE licensed financial advisor. Previously, Thomas was a registered representative for VOYA FINANCIAL ADVISORS, INC., Locust Street Securities, Inc. and PFS INVESTMENTS INC. Thomas provides financial services to individuals, businesses, and retirement plans.
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 7/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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