Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Morgan is an experienced financial advisor with over 25 years in the industry. Currently, Todd is an advisor with Hightower Advisors, LLC, which is a registered investment advisor based in Chicago, IL. Todd is a Registered Representative and Investment Advisor Representative and holds Series 4, 7TO, 9, 10, 12, 24, 40, and 63 securities licenses.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
09/15/2021 - Present
Hightower Advisors, LLC (Los Angeles CA)
CA
03/16/2006 - 10/14/2021
BEL AIR SECURITIES LLC (LOS ANGELES CA)
CA
09/04/2001 - 07/31/2006
STATE STREET GLOBAL MARKETS, LLC (LOS ANGELES CA)
MA
01/29/1998 - 09/04/2001
BEL AIR SECURITIES LLC (BOSTON MA)
NY
01/29/1998 - 06/29/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
06/24/1977 - 01/07/1998
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
03/26/1970 - 06/11/1977
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 06/27/1974
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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