Unclaimed
Morgan McDougal is a registered representative with Bofa Securities, Inc. in Charlotte, NC. Morgan is a licensed professional with experience in the investment banking industry. Morgan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer investment banking services.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
01/05/2021 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
BC
Issued 11/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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