Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lametha? Claim Your ProfileLametha Renee Morgan is a licensed securities professional with PFS Investments Inc. who specializes in providing individual portfolio management services. Lametha has a strong background in the financial services industry, as evidenced by their successful completion of the Series 63, Series 6TO, and SIE exams. Lametha has been in the industry for over 3 months. Lametha is registered in Mississippi.
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
MS
03/20/2023 - Present
PFS Investments Inc. (VICKSBURG MS)
BC
Issued 05/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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