Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Kathleen Morgan is a financial advisor with Truist Securities, Inc. Margaret holds FINRA Series 79TO and 63 licenses and SIE exam. Margaret has worked in the financial services industry for 2 years and joined Truist Securities, Inc. in 2022. Before joining Truist Securities, Inc., Margaret worked with D.A. DAVIDSON & CO. Margaret is licensed in Georgia.
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.
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2
GA
08/18/2022 - Present
Truist Securities, Inc. (ATLANTA GA)
GA
10/07/2021 - 08/02/2022
D.A. DAVIDSON & CO. (ATLANTA GA)
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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