Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Michelle Morris is a registered investment advisor representative with First Citizens Investor Services, Inc.. Donna has been in the securities industry since March 1, 2016, and is currently registered with the state of South Carolina. Donna has passed the Series 6, 7, 63, and 66 exams. Donna is a member of FINRA. Donna is licensed to provide financial planning services. Donna has a history of working at First Citizens Bank and First Citizens Investor Services, Inc. Donna has experience with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Donna is affiliated with First Citizens Investor Services, Inc. and has a history of working with this firm.
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.
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
SC
08/27/2018 - Present
First Citizens Investor Services, Inc. (Lyman SC)
BOTH
Issued 08/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donna Morris is the right advisor for you? Invested Better is here to help.
