Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Justin Morris is a financial advisor who has been working in the industry since 2004. Eric has a Series 7 and Series 66 license, and is a Certified Financial Planner. Eric is currently registered with Cary Street Partners in South Carolina, North Carolina, Texas, and Virginia. Eric has previous experience with Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Eric is a licensed advisor in 4 states and has worked with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Eric is a strong advocate for his clients and is committed to providing them with the best possible financial advice.
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.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
1
2
SC
12/04/2023 - Present
Cary Street Partners (Greenville SC)
SC
02/17/2021 - 04/27/2023
TRUIST INVESTMENT SERVICES, INC. (GREENVILLE SC)
VA
11/16/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
09/04/2007 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENVILLE SC)
FL
08/10/2004 - 08/31/2007
BB&T INVESTMENT SERVICES, INC. (SAINT PETERSBURG FL)
NC
04/28/2004 - 07/22/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Morris is the right advisor for you? Invested Better is here to help.
