Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weston? Claim Your ProfileWeston Lee Morgan is an investment advisor representative who has been in the industry since December 2019. Weston is registered with Vanguard Advisers, Inc. in North Carolina, Ohio, and Texas. Weston is also registered with First Citizens Investor Services, Inc. in North Carolina. Weston has a Series 63 license and a Series 66 license. Weston also holds the Series 7TO and SIE licenses. Weston provides financial planning services. Weston is affiliated with The Vanguard Group, Inc. which is the parent company of Vanguard Marketing Corporation. Weston specializes in providing financial planning services to high-net-worth individuals, corporations, and other businesses. Weston's expertise in financial planning and portfolio management allows clients to confidently pursue their financial goals.
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.
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.
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2
NC
10/16/2020 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
11/06/2019 - 08/21/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (Charlotte NC)
BOTH
Issued 10/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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