Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Morris is a registered representative with Equity Services, Inc. based in Boca Raton, Florida. Clare has been in the financial services industry since October 2007. Clare holds Series 6, 7, 24, 52, 53 and 63 securities licenses. Clare has previously worked with MML Investors Services, LLC and MetLife Securities Inc., and holds a Series 65 license as well. Clare specializes in investments for individuals and businesses, financial planning, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/29/2022 - Present
Equity Services, Inc. (BOCA RATON FL)
FL
03/25/2017 - 07/12/2022
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
FL
04/29/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
11/28/2012 - 02/20/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
07/02/2007 - 11/29/2012
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
BC
Issued 10/25/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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