Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abby? Claim Your ProfileAbby Lynn Morgan is a financial professional with over 25 years of experience in the industry. Abby is currently registered with LPL Financial LLC in Cincinnati, Ohio. Abby has previously been registered with Morgan Keegan & Company, Inc. and Citigroup Global Markets Inc. Abby is licensed to provide investment advice and securities trading in the state of Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/16/2011 - Present
LPL Financial LLC (CINCINNATI OH)
KY
08/15/2003 - 09/19/2011
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NY
11/20/1995 - 08/21/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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