Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Rae Morgan has been in the financial industry since April 12, 2005. Sheila Rae Morgan is currently registered with PFS Investments Inc. Sheila Rae Morgan is licensed in Florida. Sheila Rae Morgan is a licensed investment advisor representative. Sheila Rae Morgan works out of the Clearwater, Florida branch office of PFS Investments Inc. Sheila Rae Morgan has been with PFS Investments Inc. since April 2022. Prior to joining PFS Investments Inc., Sheila Rae Morgan was registered with PFS INVESTMENTS INC. in Weston, Florida from March 17, 2008 to December 31, 2018. Sheila Rae Morgan was previously registered with PFS INVESTMENTS INC. in Lakeland, Florida from September 13, 2001 to December 20, 2007. Sheila Rae Morgan has passed the following securities exams: Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination. Sheila Rae Morgan is specializes in investment company products/variable contracts.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/27/2022 - Present
PFS Investments Inc. (CLEARWATER FL)
FL
03/17/2008 - 12/31/2018
PFS INVESTMENTS INC. (WESTON FL)
FL
09/13/2001 - 12/20/2007
PFS INVESTMENTS INC. (LAKELAND FL)
IA
Issued 07/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sheila Morgan is the right advisor for you? Invested Better is here to help.
