Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Longette Morris is a financial advisor registered with Stephens and has been in the industry since December 19, 2003. Edgar holds the Series 63, Series 65 and Series 7 licenses and is a Certified Financial Planner. Edgar has worked for both MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. before joining Stephens. Edgar has experience working with individual investors, corporations, and retirement plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
04/14/2014 - Present
Stephens (COLUMBIA SC)
SC
06/01/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
12/19/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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