Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scott Morris is a financial professional with over seven years of experience in the industry. Gregory currently is registered with PFS Investments Inc. and has been with the firm since January 2020. Before that, Gregory was with J.W. COLE FINANCIAL, INC. Gregory has a strong background in investment products, holding the Series 6 and SIE licenses. Gregory's focus is on providing portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/13/2020 - Present
PFS Investments Inc. (GREENACRES FL)
FL
08/09/2019 - 10/10/2019
J.W. COLE FINANCIAL, INC. (Chipley FL)
FL
02/13/2012 - 07/24/2019
PFS INVESTMENTS INC. (GREENACRES FL)
BC
Issued 09/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Morris is the right advisor for you? Invested Better is here to help.
