Unclaimed
Lauri Lynn Morgan is a financial professional with over 20 years of experience in the industry. She has held various roles with prominent firms, including Metropolitan Life Insurance Company, MetLife Securities Inc., New England Securities, and MetLife Investors Distribution Company. Currently, Lauri is registered with Alliance-ONE Investments, LLC, a firm based in Tulsa, Oklahoma. Lauri has successfully passed the Series 6, Series 26, and SIE exams. Lauri is dedicated to helping clients 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.
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.
1
2
OK
10/31/2019 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
OK
01/28/2016 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (Tulsa OK)
NY
03/12/2010 - 10/02/2012
NEW ENGLAND SECURITIES (NEW YORK NY)
OK
03/21/1996 - 10/02/2012
METLIFE SECURITIES INC. (TULSA OK)
OK
03/21/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TULSA OK)
BC
Issued 12/02/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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