Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Morris is a financial advisor registered with Equitable Advisors, LLC. Brian has been in the financial industry since 2011. Brian is a licensed advisor with the necessary certifications and registrations in a number of states. Brian holds Series 66, Series 24 and Series 7 securities licenses. Brian also has a license to provide investment advice in California, Colorado, Florida, New Jersey, New York, Pennsylvania and Texas. Brian has previously worked with a number of financial institutions including OppenheimerFunds Distributor, Inc., AXA Advisors, LLC and AllianceBernstein Investments, Inc. Brian focuses on financial planning and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/22/2021 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NY
03/30/2015 - 01/13/2016
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CA
07/31/2012 - 09/24/2014
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
06/03/2011 - 06/12/2012
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NJ
03/14/2011 - 06/07/2011
AXA ADVISORS, LLC (WOODBRIDGE NJ)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Morris is the right advisor for you? Invested Better is here to help.
