Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth Buckley Morgan is a financial professional who has been working in the financial industry since March 20, 1993. She is currently registered with Cetera Investment Advisers LLC and has been with the firm since July 2024. Beth has a wide range of experience, having previously worked with LPL Financial LLC, Wachovia Securities, Inc. and Smith Barney Inc. Beth holds the Series 7, Series 63, Series 65 and Series 24 licenses, and has expertise in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/01/2024 - Present
Cetera Investment Advisers LLC (ALPHARETTA GA)
GA
09/10/2002 - 07/05/2024
LPL FINANCIAL LLC (ATLANTA GA)
MO
06/15/2002 - 09/19/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/08/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
07/31/1993 - 07/02/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/16/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 2/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/5/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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