Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Morgis is a financial advisor with over 30 years of experience in the industry. Paul is registered with Vicus Capital, Inc. in Florida and Texas and has been associated with them since 2002. Paul has a Series 7 and Series 63 license, and also holds the SIE, Certified Financial Planner and Chartered Financial Consultant designations. Paul has prior experience with Walnut Street Securities, Inc. and 1717 Capital Management Company. Paul also provides insurance services and has experience with independent insurance agency PFG/MGA. Paul is a Registered Investment Advisor Representative and holds an active investment advisor license with the state of Florida.
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.
Personalized portfolio management to meet individual financial objectives.
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
09/01/2015 - Present
Vicus Capital, Inc. (Lakeland FL)
FL
11/05/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LAKELAND FL)
DE
05/23/1989 - 11/06/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 10/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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