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 professional with over 20 years of experience in the securities industry. Donald has held a Series 7 General Securities Representative license since 2002. In 2007, Donald became a Financial and Operations Principal (Series 27) and is currently registered with Truist Securities, Inc. In addition to his series licenses, Donald also holds a Series 99TO license and a SIE license. Donald has been with Truist Securities, Inc. since 2017 and is located at the Atlanta branch office.
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.
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.
1
2
GA
08/15/2002 - Present
Truist Securities, Inc. (ATLANTA GA)
BC
Issued 03/09/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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