Earn $1000 for a Referral

As I’m sure you know, considering your wealth was not easy attained, a referral is the ultimate compliment we can receive.  Morgan Wilshire Securities, Inc. would carry on in our tradition of delivering excellent advice in the professional manner you have come to expect.  We believe our strategy of choosing quality investment products devoid of any proprietary products will continue to provide a solid platform for navigating uncertainty.  We feel this is especially true now investing in Covid times, all the way through to the post Covid era.  Many things will permanently change.  Other changes will be temporary.  In any event, things will feel very different, leaving many investors in unfamiliar territory.

If you know of anyone looking for the proper investment guidance, please let us know.  As a sign of our appreciation we will credit your account $1,000 for every accredited investor that becomes a client!!

For more details and specifics, please contact your Morgan Wilshire representative!!  Thank you again for your continued confidence.

Click here for the SEC rule regarding Accredited Investors

Investopedia: Requirements for Accredited Investors

...To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual's income and the next two years of joint income with a spouse.

A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities...