Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Morris is a financial advisor registered with the Securities and Exchange Commission (SEC) and FINRA, with over 38 years of experience in the financial services industry. David is currently affiliated with MML Investors Services, LLC and Tribridge Partners Financial LLC. David has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Securities Industry Essentials Examination, the Direct Participation Programs Representative Examination, and the Investment Company Products/Variable Contracts Representative Examination. David has a long history of experience in the financial services industry, having worked with several firms, including Manequity, Inc. and TriBridge Partners.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
10/12/2001 - Present
MML Investors Services, LLC (Columbia MD)
MA
03/08/1993 - 12/31/1996
MANEQUITY, INC. (BOSTON MA)
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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