Morgan Wilshire Securities, Inc. is an investment advisory and broker-dealer firm that is focused on serving the needs of our clients. Morgan Wilshire Securities is a member of The Financial Industry Regulatory Authority (FINRA), The Securities Investor Protection Corporation (SIPC) and The Municipal Securities Rulemaking Board.
Morgan Wilshire Securities, Inc. account representatives are committed to delivering quality advice to our clients. Our staff knows that the only way we can become a successful business is by making our clients happy. Feel confident that you are receiving exceptional services by choosing Morgan Wilshire Securities.
Morgan Wilshire Securities, Inc. was established in 1998 and is located in Garden City, NY. Our account representatives consist of a seasoned group of professionals serving the specific needs of our clients and provide them specialized investment services. Morgan Wilshire Securities, Inc. has developed long term relationships with other investment firms and associates and allows us to stay on top of the investment community and help identify potential investments and trading strategies for our clients. Our account representatives' primary focus is to build a rapport and trust with our new and existing clients by paying attention to their investment needs.
We use RBC Correspondence Services to clear and carry our client accounts.
Morgan Wilshire Securities, Inc. Philosophy
Our philosophy has always been on providing quality investment advice to our clients. We are aware that each individual investor has certain needs and requests in regard to their investments and your Morgan Wilshire Securities account representative will do their best to help their client develop a balanced investment portfolio that meets their investing needs, risk-tolerance and comfort levels. Morgan Wilshire takes pride in providing our clients with unparalleled service and expertise.
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SEC-Required Report on Routing of Customer Orders/Qtr. Ending December 31, 2014
Investment Transaction Service Charges and Fees