Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Lee Morris is a financial professional with over two decades of experience in the industry. Barbara is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2012. Prior to joining Fidelity Brokerage Services LLC, Barbara worked at Fidelity Investments Institutional Services Company, Inc. Barbara is a Series 6, 7, 24, and 63 licensed professional and holds the Series SIE designation. Barbara is registered in 51 states and the District of Columbia.
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.
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.
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2
TX
01/03/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
09/19/2011 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
07/03/1996 - 01/11/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NC
03/08/1994 - 06/14/1996
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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