Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morgann? Claim Your ProfileMorgann Leach is a financial advisor currently affiliated with T. Rowe Price Investment Services, Inc.. Morgann has been in the financial services industry since 2014. She holds the Series 6, 7, 63, and 24 licenses as well as the SIE exam. Morgann has 53 state securities licenses across the country. Her previous experience includes work with Thrivent Investment Management Inc.
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
CO
06/29/2022 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
WI
05/13/2014 - 03/30/2015
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 07/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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