Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Marshall is a financial advisor based in Fort Wayne, Indiana, registered with Lincoln Financial Distributors, Inc.. Morgan has over 11 years of experience in the financial services industry. Morgan has a Series 6 and Series 63 license, as well as the SIE exam. Morgan has previously been affiliated with Mutual of Omaha Investor Services, Inc., FBL Marketing Services, LLC and New England Securities.
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
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
11/09/2022 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NE
06/25/2021 - 11/21/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
07/21/2015 - 05/27/2021
FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
11/21/2013 - 07/02/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
IA
11/21/2013 - 06/26/2014
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
NE
10/21/2011 - 10/28/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LINCOLN NE)
BC
Issued 04/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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