Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Paul Morrell is a licensed investment advisor with MM Ascend Life Investor Services, LLC. Anthony has experience in the financial services industry since 2021. Anthony holds Series 63, Series 6TO and SIE licenses. Previously, Anthony was a licensed investment advisor with U.S. Bancorp Investments, Inc. and W&S Brokerage Services, Inc.. Anthony is currently registered with the state of Kentucky and Ohio.
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.
Maintaining registration but not actively providing advisory services
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.
Maintaining registration but not serving clients
1
2
OH
04/25/2023 - Present
MM Ascend Life Investor Services, LLC (CINCINNATI OH)
KY
05/05/2022 - 12/12/2022
U.S. BANCORP INVESTMENTS, INC. (HEBRON KY)
KY
08/18/2021 - 01/11/2022
W&S BROKERAGE SERVICES, INC. (CRESTVIEW HILLS KY)
BC
Issued 09/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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