Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stoke Morgan is a financial advisor registered with State Farm VP Management Corp. James Morgan has been working in the financial services industry since 2010. James Stoke Morgan has a Series 6, Series 7 and Series 63 securities license. James Stoke Morgan is registered in Louisiana and Texas. James Morgan's firm is headquartered in Katy, TX.
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.
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TX
03/17/2011 - Present
State Farm VP Management Corp. (Katy TX)
GA
01/07/1998 - 02/08/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 03/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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