Unclaimed
Logan Newman is a financial advisor with DFA Securities LLC. Logan has been in the industry since 2019 and is licensed in North Carolina, Georgia and South Carolina. Logan holds the Series 7TO, SIE, and Series 63 licenses. Logan is a valuable resource for investors in the Charlotte, NC area.
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
NC
02/19/2019 - Present
DFA Securities LLC (CHARLOTTE NC)
BC
Issued 04/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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