Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Morris is a financial advisor currently working with Stifel, Nicolaus & Company, Inc. George has over 25 years of experience in the financial industry, starting his career in 1996. Previously, George worked for firms including Sterne, Agee & Leach, Inc., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, BancAmerica Robertson Stephens, and Robertson, Stephens & Company LLC. George has a strong track record of success in helping clients achieve their financial goals.
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.
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2
CA
09/11/2013 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
12/19/2012 - 09/12/2013
STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)
CA
08/27/2002 - 12/20/2012
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
06/14/1999 - 08/13/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
06/23/1998 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
CA
10/01/1997 - 05/11/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
10/03/1996 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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