Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morley is a financial professional with over 20 years of experience in the industry. David is currently a Registered Representative with Cetera Investment Advisers LLC in Enid, Oklahoma. David also has a background with Avantax Investment Services, Inc., FSC Securities Corporation, and 1st Global Capital Corp. David specializes in portfolio management, financial planning, and pension consulting. David is also an Investment Advisor Representative and is registered with the states of Oklahoma and Texas.
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.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (ENID OK)
OK
09/16/2013 - 12/20/2021
AVANTAX INVESTMENT SERVICES, INC. (Enid OK)
OK
03/02/2001 - 10/03/2013
FSC SECURITIES CORPORATION (ENID OK)
TX
10/06/2000 - 03/20/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 1/8/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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