Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Eugene Morgan is a financial advisor with over 30 years of experience in the industry. Gary has a proven track record of success, having worked with clients in several firms. Gary is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Gary specializes in providing financial advice to individuals, businesses, and institutions. Gary is also a registered investment advisor and offers a variety of services, including portfolio management, financial planning, and investment research. Gary holds the following licenses and designations: Series 6, 7, 9, 10, 63 and SIE. Gary is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
01/14/2005 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MACON GA)
MO
10/11/1996 - 01/14/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/23/1991 - 10/29/1996
J.C. BRADFORD & CO. (NEW YORK NY)
SD
11/21/1988 - 05/19/1992
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
09/08/1987 - 12/31/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
NA
02/26/1987 - 10/14/1987
EQUICO SECURITIES, INC.
NA
07/28/1986 - 08/13/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 04/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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