Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Morgan is a registered representative with LPL Financial LLC. Scott Morgan has been in the industry for 12 years. Scott Morgan has a Series 6, 7, and 63 license. Scott Morgan also has a SIE certification. Scott Morgan works with high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Scott Morgan provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Scott Morgan also provides other advisory services. Scott Morgan was previously employed with MML Investors Services, LLC and MassMutual Life Insurance Co.
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.
Consulting and other non-discretionary advisory services
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.
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MN
11/05/2021 - Present
LPL Financial LLC (BURNSVILLE MN)
MN
08/26/2009 - 11/10/2021
MML INVESTORS SERVICES, LLC (Minneapolis MN)
BC
Issued 03/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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