Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Morgan is a financial professional with over 13 years of experience in the financial services industry. He has been registered with Truist Securities, Inc. since June 10, 2009. Brian holds the Series 7, Series 24 and Series 63 licenses. Brian is registered in Georgia and North Carolina.
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.
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.
1
2
NC
06/10/2009 - Present
Truist Securities, Inc. (CHARLOTTE NC)
BC
Issued 03/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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