Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Lindsey Edwards is a financial advisor associated with RBC Capital Markets, LLC. Morgan has been in the industry since February 11, 2018. Morgan Edwards is licensed to provide investment advice in all states. Morgan is also a registered representative of RBC Capital Markets, LLC. Morgan is affiliated with RBC Capital Markets, LLC since April 2019.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/29/2019 - Present
RBC Capital Markets, LLC (Sarasota FL)
FL
02/09/2018 - 04/18/2019
MORGAN STANLEY (SARASOTA FL)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX PEARL, LLC
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NYSE American LLC
N
NYSE Arca, Inc.
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NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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