Collette Morgan is a registered investment advisor, based in Deer Park, NY, with 25 years of industry experience.
Location
375 Commack Rd Ste 206, Deer Park, NY, 11729-5515
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Allstate Financial Services, LLCBroker
January 2023 - Present · 3 yrs 8 mos
Allstate Financial Advisors, LLC
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - March 2022 · 9 yrs 5 mos
J.P. Morgan Securities LLC
October 2012 - March 2022 · 9 yrs 5 mos
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.Broker
February 2011 - October 2012 · 1 yr 8 mos
Metlife Securities INC.Broker
August 2008 - December 2010 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2008 · 1 yr 2 mos
Citicorp Investment ServicesBroker
February 2000 - May 2007 · 7 yrs 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.