Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex W Morris is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in Missouri. Alex has been in the industry since 2002 and has experience working at several firms including Stifel, Nicolaus & Company, Incorporated and Butler, Wick & Co., Inc. Alex is licensed to provide financial advice and investment services in Missouri.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/12/2017 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
06/19/2009 - 12/23/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
07/02/2007 - 03/18/2009
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
OH
02/22/2006 - 06/22/2007
KEY INVESTMENT SERVICES LLC (BOARDMAN OH)
OH
08/15/2001 - 05/18/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 06/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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