Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morgan is a financial professional with over 30 years of experience in the financial services industry. David has a proven track record of providing personalized financial guidance to individuals, families, and businesses. Currently, David Morgan is a Registered Representative with MML Investors Services, LLC, where he provides a wide range of services including financial planning, asset allocation, retirement planning, and investment management. Prior to joining MML Investors Services, David had been a Registered Representative at MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. David is also a Registered Representative with Source Securities, Inc. and Princor Financial Services Corporation. David Morgan holds the Series 7 and Series 63 licenses and is also a Chartered Financial Consultant.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
03/25/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
01/01/1998 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
IA
07/15/1987 - 12/10/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
11/20/1985 - 07/11/1987
SOURCE SECURITIES, INC.
BC
Issued 12/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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