Unclaimed
Marguerita Morgan has been in the financial services industry since October 3, 2001 and is currently registered with State Farm VP Management Corp.. Marguerita Morgan is registered in Illinois and Indiana. Marguerita Morgan is a Series 6 and Series 63 licensed advisor. Marguerita Morgan also holds the SIE designation. Marguerita Morgan previously worked at State Farm VP Management Corp. in Bloomington, Illinois.
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
IL
03/06/2012 - Present
State Farm VP Management Corp. (Naperville IL)
IL
12/20/1999 - 05/21/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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