Unclaimed
Garland Morgan is a financial advisor who has been in the industry since August 4, 2002. Garland has a strong background in securities, having passed multiple industry exams, including the Series 6, Series 63, and SIE. Garland holds registrations with FINRA and the state of Georgia, and is also registered as an Investment Advisor Representative (IAR) in several other states. Garland currently works with PFS Investments Inc., and provides financial advisory services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
08/23/2023 - Present
PFS Investments Inc. (CONYERS GA)
IA
Issued 08/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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