Unclaimed
Linda Morgan is a financial advisor with over 20 years of experience in the industry. Linda is registered with Transamerica Financial Advisors, Inc. and has a Series 6, Series 63, and SIE licenses. She specializes in providing financial advice to individuals, corporations, and small businesses. Linda's experience and expertise are valuable to clients seeking advice for retirement planning, investments, college savings, and more.
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.
Helps you choose top advisors aligned with your 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.
1
2
PA
04/09/2013 - Present
Transamerica Financial Advisors, Inc. (WEST LAWN PA)
FL
01/06/2012 - 01/02/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
GA
05/07/2003 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 05/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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