Morgan McNeely
Financial Professional
Licenses and Certifications:
- Life and Health Insurance Agent
- Series 6 Investment Company Products/Variable Contracts Limited Representative
- Series 63 Uniform Securities Agent State Law Examination
- Series 65 Investment Advisor
Education:
- Widener University - Chester, PA
- Bachelor of Science; May 2016
- Major: Accounting
Professional History:
- 1847Financial - Financial Advisor (2019 - Present)
- Deloitte & Touché LLP - Audit Senior (2016 - 2019)
Professional Organizations:
- Insurance Licensed In: SC, DE, NJ, PA, UT
- Securities Licensed In: SC, NJ, PA, DE