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Bradley Dale Morris

W & S Brokerage Services, Inc.

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About Bradley Dale Morris

Bradley Dale Morris is a licensed securities professional with over 2 years of experience in the financial industry. Bradley is currently registered with W&S Brokerage Services, Inc. in Indiana and Michigan. Bradley specializes in providing investment advice to individuals and selecting other advisors to help meet your needs.

Firm Information

Bradley Morris is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Morris’s Registration & Firm History

IN

06/01/2023 - Present

W&S Brokerage Services, Inc. (Mishawaka IN)

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Licenses & Designations

BC

Issued 06/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Dale Morris.
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