Unclaimed
Tyrone Donnell Morgan is a financial professional with over 16 years of experience in the financial services industry. Tyrone currently works as a registered representative at LPL Financial LLC. Tyrone has a wide range of experience in financial planning, investment management, and retirement planning. Tyrone has held previous positions with Waddell & Reed, MetLife Securities Inc. and Metropolitan Life Insurance Company. Tyrone holds the Series 6, Series 63, Series 99TO and SIE 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.
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.
Consulting and other non-discretionary advisory services
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
KS
05/12/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
05/18/2018 - 09/15/2021
WADDELL & REED (OVERLAND PARK KS)
KS
09/06/2006 - 09/16/2008
METLIFE SECURITIES INC. (OVERLAND PARK KS)
KS
09/06/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OVERLAND PARK KS)
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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