Morton AbramsonCRD Number: 1049073
Current Firm: Wells Fargo Clearing Services, LLC
Morton Abramson (CRD# 1049073) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Williamsville, NY and has over 34 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Wells Fargo Clearing Services, LLC||Buffalo, NY||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Buffalo, NY||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Williamsville, NY||Nov 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY