Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Morris is a financial advisor with over 14 years of experience in the industry. David John Morris is registered with Stonex Advisors Inc., and has held previous roles with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. David John Morris is licensed to provide financial advice in the states of Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, New York, Ohio, and South Carolina. David John Morris has a background in insurance and has worked in both financial and insurance sectors. David John Morris offers a range of financial services including financial planning, portfolio management, and educational seminars.
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.
Financial consulting services
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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2
GA
06/30/2016 - Present
Stonex Advisors Inc. (Suwanee GA)
GA
01/15/2009 - 05/08/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 01/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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