Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgan? Claim Your ProfileMorgan Rae Cain is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Green Bay, WI. Morgan has been in the financial services industry since 2022 and holds the Series 7TO, SIE and Series 66 licenses. Morgan is also a Certified Financial Planner. In addition to working as a financial advisor, Morgan is also an Associate at Macco Financial Group. Morgan has experience working in a variety of fields, including the United States Marine Corps and the University of Wisconsin - Green Bay. Morgan's experience and expertise make her well-equipped to provide financial advice to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
09/29/2023 - Present
Raymond James Financial Services Advisors, Inc. (Green Bay WI)
BOTH
Issued 09/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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