Unclaimed
Deborah Morris is a financial advisor registered with MML Investors Services, LLC and has been in the industry since August 1, 1996. Deborah holds the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Deborah is based in Foley, Alabama and has been with MML Investors Services, LLC since March 2017. Prior to that, Deborah was associated with MSI Financial Services, INC. in Mobile, Alabama and Metropolitan Life Insurance Company in Foley, Alabama. Deborah also conducts outside insurance sales for Debbie Morris Inv. Deborah offers a range of financial services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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
AL
05/30/2017 - Present
MML Investors Services, LLC (FOLEY AL)
AL
08/02/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MOBILE AL)
AL
08/02/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FOLEY AL)
BOTH
Issued 10/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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