Unclaimed
Sherry Lynn Morgan is a financial advisor with Raymond James Financial Services, Inc., located in St. Petersburg, Florida. She has over 20 years of experience in the financial services industry. Sherry is registered with FINRA and the state of Florida. Her licenses include Series 7, Series 99TO, and SIE. Sherry specializes in providing financial advice and investment services to clients.
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
FL
10/22/2018 - Present
Raymond James Financial Services, Inc. (ST PETERSBURG FL)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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