Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Lindsay is a financial advisor with Charles Schwab & CO., Inc., who has been in the industry since 2018. Morgan has a Series 65 and 63 license, and has passed the Series 7TO and SIE exams. Morgan is a Certified Financial Planner, and is registered in Utah, California, Idaho, Illinois, New York, and Texas. Morgan is also part of the Charles Schwab & Co., Inc. Financial Planning Advisor Referral program.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
UT
10/10/2023 - Present
Charles Schwab & CO., Inc. (Farmington UT)
BC
Issued 08/17/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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