Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donovan? Claim Your ProfileDonovan A Morris is a financial advisor with Fidelity Personal AND Workplace Advisors. Donovan has been in the industry since 2019. Donovan holds the Series 66, Series 7TO, Series 9, Series 10, and SIE licenses. Donovan is registered in California, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, and Texas. Donovan specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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2
NY
07/25/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
03/07/2023 - 06/12/2024
MORGAN STANLEY (Jersey City NJ)
NJ
12/13/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
08/18/2021 - 11/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
12/13/2019 - 04/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 01/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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