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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Morrison is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Memphis, TN. Anthony has over 30 years of experience in the financial services industry and holds Series 7, 31, 63, 65, and 72 licenses, as well as the SIE exam. Anthony is a member of the Investment Committee for Jewish Community Partners of Memphis and serves on the boards of various other community organizations. Anthony specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Anthony is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
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
TN
09/27/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
07/27/2016 - 09/09/2022
WELLS FARGO CLEARING SERVICES, LLC (MEMPHIS TN)
TN
01/16/2009 - 08/05/2016
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
10/17/1995 - 01/16/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
02/12/1992 - 08/15/1994
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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