Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magdalena? Claim Your ProfileMagdalena Morrison is a financial advisor with over 12 years of experience in the industry. Magdalena is a registered representative with Lincoln Investment and has a Series 6, 7, 10, 26, 51, 63, and SIE licenses. Magdalena is a well-rounded financial advisor, with experience in a wide range of financial products and services. She is also registered to offer investment advice in California, Florida, Massachusetts, and Texas. Before joining Lincoln Investment, Magdalena was employed by LEGEND EQUITIES CORPORATION in Palm Beach Gardens, FL.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/03/2017 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
08/03/2005 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/06/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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