Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Danielle Summers is an investment advisor representative at Signify Wealth LLC. Morgan is registered in Texas and has been in the industry since September 2019. Prior to joining Signify Wealth LLC, Morgan was with Raymond James & Associates, Inc. Morgan holds Series 7TO and SIE securities licenses and is a registered representative. Morgan is also a licensed insurance agent.
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.
Personalized portfolio management to meet individual financial objectives.
Bill payment coordination
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.
A percentage of the total value of assets under management is charged.
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2
MO
05/15/2023 - Present
Signify Wealth LLC (ST. LOUIS MO)
GA
09/20/2019 - 04/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (ALPHARETTA GA)
BOTH
Issued 11/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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