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# Morgan Wilshire

## Sitemaps

- [XML Sitemap](https://morganwilshire.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Hello world!](https://morganwilshire.com/hello-world/) - Welcome to WordPress. This is your first post. Edit or delete it, then start blogging!

## Pages

- [Homepage](https://morganwilshire.com/) - Earn $1000 for a ReferralCareersAt Morgan Wilshire, we reward ambitious, talented individuals with a great workplace and the tools to succeed.Contact UsThere’s a reason serious investors rely on Morgan Wilshire. Find out how we help investors succeed.Welcome Please read Morgan Wilshire's Client Relationship Summary (Form CRS) At Morgan Wilshire Securities, Inc., our specialty is locating
- [News & Insights](https://morganwilshire.com/https-morganwilshire-com-news-insights/)
- [How We’re Different](https://morganwilshire.com/how-were-different/) - At Morgan Wilshire, we forego tired models and packaged plans in favor of customized wealth management solutions tailored to your personal goals, objectives and risk tolerance.
- [Business Continuity Plan](https://morganwilshire.com/client-information/business-continuity-plan/) - Morgan Wilshire provides information on the procedures involved should a significant business disruption should occur.
- [SEC Required Reports and Form CRS](https://morganwilshire.com/client-information/sec-required-rule-606-report/) - Report on Routing of Customer Orders Currently all orders of Morgan Wilshire Securities, Inc. are routed through its clearing firm, RBC Clearing & Custody (RBC), a division of RBC Capital Markets, LLC. RBC has provided information pursuant to U.S. Securities and Exchange Commission Rule 606 that requires firms to make publicly available quarterly reports on
- [Overview and Form CRS](https://morganwilshire.com/overview/) - Learn more about Morgan Wilshire Securities, an investment advisory firm and broker dealer managing over 4,000 clients nationwide.
- [First American Asset Advisory, LLC](https://morganwilshire.com/first-american-asset-advisory-llc/) - First American Asset Advisory LLC
- [Downloads](https://morganwilshire.com/client-information/downloads/) - Fees and CommissionsFees and Charges The included list of fees for services provided by the clearing firm may be charged to your account at the time of/or prior to the service being rendered. Morgan Wilshire and/or Morgan Wilshire's Representative(s) may receive a portion of the fees charged by the clearing firm (including, but not limited
- [Fixed Income Investments](https://morganwilshire.com/financial-services/fixed-income-investments/) - Morgan Wilshire helps ensure our clients fixed income investments are a success. Fixed income strategies are an important part of a well-diversified portfolio.
- [Mutual Fund Investing](https://morganwilshire.com/financial-services/mutual-fund-investing/) - Mutual fund investing provides built-in diversification with stock and bond funds. We help investors understand the intricacies of mutual fund investing.
- [Exchange-Traded Fund (ETF) Investing](https://morganwilshire.com/financial-services/exchange-traded-fund-etf-investing/) - Exchange-Traded Fund (ETF) Investing An ETF, or exchange-traded fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Unlike mutual funds, an ETF trades like a common stock on a stock exchange. ETFs experience price changes throughout the day as they are bought and sold. ProShares: Nine
- [Meet the Team](https://morganwilshire.com/meet-the-team/) - Meet the Team View our team members on BrokerCheck
- [Investment Terms Glossary](https://morganwilshire.com/client-information/investment-terms-glossary/) - Morgan Wilshire Securities provides investment term definitions for informational purposes. The glossary is for investors to learn about various investment terms.
- [Patriot Act & Client Requirements](https://morganwilshire.com/client-information/patriot-act-and-client-information-requirements/) - The Patriot Act was enacted to protect the United States from being used to fund terrorism and criminal activities and allows the United States to obtain and verify a clients' personal information.
- [Paul Metz](https://morganwilshire.com/paul-metz-2/) - Mr. Paul Metz grew up in Garden City NY, where he resides today with his wife and two beautiful daughters. One of the first things people notice about Garden City is that it has a very big financial services community, with seemingly every major bank and brokerage firm represented in the local area. Due to
- [Contact](https://morganwilshire.com/contact/) - Contact Morgan Wilshire Securities and allow us to help you understand the intricacies of the investment community.
- [Careers](https://morganwilshire.com/careers/) - As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer.
- [Investment Risk Management](https://morganwilshire.com/financial-services/investment-risk-management/) - Morgan Wilshire helps clients manage their investment risk and help determine the appropriate for their specific investment objectives.
- [Fast Facts](https://morganwilshire.com/fast-facts/) - Fast Facts Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed tristique urna at magna lobortis dictum. Fusce dui nulla, auctor nec molestie a, egestas a mauris. Donec eget sodales tellus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed tristique urna at magna lobortis dictum. Fusce dui nulla, auctor nec molestie a, egestas a
- [Client Information](https://morganwilshire.com/client-information/)
- [Financial Services](https://morganwilshire.com/financial-services/) - Financial Services Morgan Wilshire Securities believes that the greatest risk is not taking one! It is this reason that strategic investment risks in the markets, over the long term, have yielded exceptional results. There is no guarantee that such results will be the case in the future. Each security has its own degree of risk,

## Soliloquy Sliders

- [Homepage](https://morganwilshire.com/?post_type=soliloquy&p=9)
- [Client Information](https://morganwilshire.com/?post_type=soliloquy&p=230)
- [Contact](https://morganwilshire.com/?post_type=soliloquy&p=190)
- [Careers](https://morganwilshire.com/?post_type=soliloquy&p=176)
- [About](https://morganwilshire.com/?post_type=soliloquy&p=108)
- [Financial Services](https://morganwilshire.com/?post_type=soliloquy&p=83)

## Staff

- [Paul Metz](https://morganwilshire.com/staff/paul-metz/) - Mr. Paul Metz grew up in Garden City, NY, where he currently resides with his wife and two beautiful daughters. One of the first things people notice about Garden City is that it has a very big financial services community, with seemingly every major bank and brokerage firm represented in the local area. Due to this Paul had a unique window into the financial community and a number of expert mentors who were instrumental in explaining the true workings of Wall Street.
- [Alfred DiLoreto](https://morganwilshire.com/staff/alfred-diloreto/) - Alfred DiLoreto grew up in Long Island NY where he still currently resides. As a true professional, much of his time is dedicated to helping his clientele achieve their investment objectives. This is achieved by understanding your clients, your product and letting a portfolio reflect such. Alfred is very well respected by his clients and coworkers; he obviously has a bright future ahead.
- [Michael Finnan](https://morganwilshire.com/staff/michael-finann/) - Mr. Finnan began his career on Wall Street in 1992 where he started in the typical fashion, as an adviser trainee at a newly formed firm based in Syossett, NY.
- [Raymond A. Schwabe](https://morganwilshire.com/staff/raymond-schwabe/) - Raymond Schwabe grew up in New York City, where he was exposed to the fast pace of Wall Street at a young age. It was clear from very early on that he was destined for a career in Finance. Shortly after completing his education, Raymond took a trainee position at a local firm and the rest is history.
- [Ed Maher](https://morganwilshire.com/staff/ed-maher/) - Mr. Maher’s first position in his long career in the financial industry was as an Account Executive (Series 6, 7 & 63) with the New York Stock Exchange Member Firm Philips, Appel & Walden, Inc., located at 111 Broadway in the Wall Street area. In this capacity Mr. Maher handled the accounts of high net worth individual investors.
- [Ross Atkin](https://morganwilshire.com/staff/ross-atkin/) - Mr. Ross Atkin is another Long Island native, having grown up on the North Shore. Ross started working in his family business after completing his education at St. John’s University, where he majored in Business Management. Although Ross enjoyed working with his family, he was always fascinated by the financial markets.
- [Susan Scro](https://morganwilshire.com/staff/susan-scro/) - Mrs. Susan Scro is Morgan Wilshire’s Senior Executive Assistant. She is entrusted as the go-between for the firm’s clients and its Registered Representatives. Susan attended Dowling College, where she studied an array of subjects, majoring in Business Management.

## Categories

- [Uncategorized](https://morganwilshire.com/category/uncategorized/)