Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Colyer Morris is a financial advisor with over 30 years of experience in the industry. Currently, Charles is an active registered representative at Osaic Wealth, Inc. Charles has a diverse background in the financial services industry with previous experience at firms such as SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., MONY SECURITIES CORP., and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. Charles has a strong commitment to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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NC
09/01/2023 - Present
Osaic Wealth, Inc. (PINEHURST NC)
NC
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FAYETTEVILLE NC)
AZ
11/26/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
08/14/1989 - 12/04/1997
MONY SECURITIES CORP. (NEW YORK NY)
NY
08/14/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NJ
04/04/1989 - 06/29/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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