Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Adair Morris is a financial advisor with Thepartners Wealth Management. Daniel has over 8 years of experience in the financial services industry. Daniel is registered with the state of Arizona and holds the Series 63, Series 65, Series 7, and SIE licenses. Daniel is also registered with the firm J.P. Morgan Securities LLC, and was formerly registered with SCF Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel specializes in providing financial advice to individuals, corporations, and businesses. Daniel also provides consulting services, assisting in the review of client investment documents/forms. Daniel's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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
AZ
09/16/2024 - Present
Thepartners Wealth Management (Safford AZ)
AZ
07/08/2020 - 12/31/2020
SCF SECURITIES, INC. (SAFFORD AZ)
AZ
03/16/2016 - 08/28/2019
J.P. MORGAN SECURITIES LLC (SAFFORD AZ)
AZ
03/04/2015 - 10/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Morris is the right advisor for you? Invested Better is here to help.
