Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Scott Morrissett

Carty & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Scott Morrissett

Daniel Morrissett is a financial advisor with over 30 years of experience in the industry. Daniel is registered with Carty & Company, Inc. and is licensed in over 30 states. Daniel holds a Series 7 and Series 63 license and has passed the Securities Industry Essentials (SIE) exam. Daniel has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Daniel Morrissett is currently registered with Carty & Company, Inc.. Carty & Company, Inc. is a Corporation formed on October 7, 1970. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

51

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Morrissett’s Registration & Firm History

VA

02/05/1993 - Present

Carty & Company, Inc. (Berryville VA)

Not sure if Daniel Scott Morrissett is right for you?

Licenses & Designations

BC

Issued 02/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Scott Morrissett. Review regulatory record here.
Not sure if Daniel Scott Morrissett is right for you?