Unclaimed
Christopher Morgan is a financial professional with over 17 years of experience in the industry. Christopher has a Series 7, Series 3, and Series 63 license and holds a SIE designation. Christopher is currently registered with Franklin Distributors, LLC in California and 11 other states. Christopher's previous experience includes positions with FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. and TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.
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
CA
06/25/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
NY
03/26/2007 - 11/16/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
09/17/2004 - 03/26/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (NEW YORK NY)
BC
Issued 03/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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