Unclaimed
Morgan Mcginnis Latta is a financial advisor registered with FBL Marketing Services, LLC in Kalispell, Montana. Morgan has been a financial advisor since 2012 and is licensed to sell securities in Montana and Wyoming. Morgan holds FINRA Series 6, Series 63 and SIE licenses.
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.
1
2
MT
02/27/2012 - Present
FBL Marketing Services, LLC (KALISPELL MT)
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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