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Wesley W. Morgan

Financial Advisor
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Disclosure

Wesley Morgan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, GA, NC, NV, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Wesley Morgan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8300 Tyler Blvd Ste 205, Mentor, OH, 44060, 440-350-4606. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, NC, NV, OH, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Wesley Morgan is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, FL, NC, NV, OH, PA, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Morgan Financial Solutions is not owned or operated by New York Life Insurance Company or its affiliates.

Neither Morgan Financial Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • About Wesley Morgan
    • About Eagle Strategies
  • Products & Services
    • Life Stages
    • Our Services
    • Products Offered
  • Learning & Resources
    • Calculators
    • Articles
    • Tax Resources
    • Videos
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • eMoney
    • Envestnet Client Portal
    • NYL Investments Mutual Funds
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