Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Dublin, OH. Donald has been in the financial services industry since 1984 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Donald is also a Certified Divorce Financial Analyst and helps clients navigate the financial aspects of divorce. He is registered with FINRA and the state of Ohio.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
03/13/2009 - Present
Raymond James Financial Services Advisors, Inc. (DUBLIN OH)
OH
06/20/1994 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
CT
06/18/1984 - 07/14/1994
ADVEST, INC. (HARTFORD CT)
NA
05/24/1984 - 06/18/1984
VERCOE & COMPANY, INC.
IA
Issued 06/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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