Unclaimed
Morgan Shapero is a registered representative with Truist Securities, Inc., who has been active in the financial industry since May 2021. Morgan is licensed in all 50 states, the District of Columbia, and Puerto Rico. Morgan holds the Series 63, Series 7TO, and SIE licenses.
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
NY
05/03/2021 - Present
Truist Securities, Inc. (NEW YORK NY)
BC
Issued 05/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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