Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby John Morris is a financial professional with over 20 years of experience in the industry. Bobby currently holds a Series 7, Series 24, Series 4, Series 52, Series 53, Series 55, Series 57, Series 99 and a SIE registration. Bobby is currently registered with PNC Investments in BIRMINGHAM, Alabama. Previous experience includes BBVA SECURITIES INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Bobby has experience working with individuals, corporations and institutional clients. Bobby's primary specializations include investments in equities, fixed income and alternative investments.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
05/06/2022 - Present
PNC Investments (BIRMINGHAM AL)
AL
05/16/2013 - 01/04/2022
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
10/30/1998 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
BC
Issued 09/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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