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Clarence R Morson

Transamerica Financial Advisors, Inc.

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About Clarence R Morson

Clarence Morson is an active investment advisor representative with Transamerica Financial Advisors, Inc., located in Waltham, Massachusetts. Clarence has been in the securities industry since July 30, 2009. Clarence's previous employers include PFS Investments Inc., Citizens Securities, Inc., Capitol Securities & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Janney Montgomery Scott LLC. Clarence holds a Series 7, Series 10, Series 23, Series 24, Series 63, and SIE licenses and is registered in Massachusetts.

Firm Information

Clarence Morson is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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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Clarence Morson’s Registration & Firm History

MA

05/02/2024 - Present

Transamerica Financial Advisors, Inc. (WALTHAM MA)

MA

11/07/2022 - 05/03/2024

PFS INVESTMENTS INC. (NEW BEDFORD MA)

MA

12/10/2019 - 12/02/2020

PFS INVESTMENTS INC. (NEW BEDFORD MA)

RI

06/06/2017 - 01/10/2018

CITIZENS SECURITIES, INC. (JOHNSTON RI)

MA

09/28/2015 - 12/31/2016

PFS INVESTMENTS INC. (MANSFIELD MA)

MA

03/19/2012 - 10/02/2013

CAPITOL SECURITIES MANAGEMENT, INC. (BOSTON MA)

VA

02/08/2012 - 12/18/2012

CAPITOL SECURITIES & ASSOCIATES, INC. (RESTON VA)

RI

03/03/2010 - 08/12/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

MA

05/01/2006 - 11/16/2009

SHELBOURNE SECURITIES, LLC (ACTON MA)

PA

05/11/2005 - 09/27/2005

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

MA

12/16/2004 - 05/20/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/16/2004 - 05/20/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

11/07/2003 - 12/16/2003

AXA ADVISORS, LLC (NEW YORK NY)

MO

10/01/1999 - 02/05/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

09/03/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NJ

03/19/1999 - 09/22/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 08/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/15/2007

Series 23 - General Securities Principal Sales Supervisor

BC

Issued 10/27/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/26/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Clarence R Morson. Review regulatory record here.
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