Unclaimed
Anthony Morris is a registered representative with Worth Financial Group Inc. based in Dallas, Texas. Anthony has been in the financial services industry since 1997 and has experience with Investment Company Products/Variable Contracts Representative Examination. Prior to joining Worth Financial Group Inc., Anthony was associated with INTERNATIONAL ASSETS ADVISORY, LLC, LINCOLN INVESTMENT and INVESTORS CAPITAL CORP.. Anthony has a Series 6, Series 63, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
05/07/2023 - Present
Worth Financial Group Inc. (Dallas TX)
TX
08/25/2020 - 06/01/2023
INTERNATIONAL ASSETS ADVISORY, LLC (EL PASO TX)
TX
07/01/2015 - 08/26/2020
LINCOLN INVESTMENT (EL PASO TX)
TX
02/20/2002 - 07/02/2015
INVESTORS CAPITAL CORP. (EL PASO TX)
IL
08/01/2000 - 02/20/2002
PMG SECURITIES CORPORATION (ELGIN IL)
IL
04/16/1997 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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