Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Austin Morgan is a financial advisor with over 27 years of experience in the industry. Daniel currently works for Synovus Securities, Inc. based in Columbus, GA. Daniel is registered with the state of Georgia to provide both investment advisory and broker-dealer services. Daniel has previously worked at SYNOVUS SECURITIES, INC. and Noble International Investments, Inc., among other firms. Daniel's areas of focus include retirement planning, investment management, and financial planning.
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.
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.
Tax related services, administrative 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.
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2
GA
11/22/2013 - Present
Synovus Securities, Inc. (ATLANTA GA)
GA
06/18/2004 - 12/16/2011
SYNOVUS SECURITIES, INC. (ATLANTA GA)
FL
05/16/1996 - 07/13/2004
NOBLE INTERNATIONAL INVESTMENTS, INC. (BOCA RATON FL)
NE
01/20/1994 - 04/11/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
06/08/1992 - 02/01/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/18/1990 - 09/04/1990
QDA SECURITIES COMPANY
NY
01/25/1990 - 07/10/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
CO
10/11/1989 - 11/20/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
07/21/1987 - 11/06/1987
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 06/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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