Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Morris is a financial advisor with LPL Financial LLC. Isaac has been in the financial industry for over ten years and holds licenses for both securities and investment advisory. Isaac has experience in financial planning, portfolio management, and consulting. Isaac works with clients to understand their financial goals and develop customized plans to help them achieve their objectives. Prior to joining LPL Financial LLC, Isaac has worked with CUNA Brokerage Services, Inc. and Ameriprise Financial Services, Inc.. Isaac is committed to providing his clients with exceptional service and guidance.
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.
Consulting and other non-discretionary advisory services
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
WI
05/18/2022 - Present
LPL Financial LLC (Madison WI)
WI
09/23/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
09/24/2018 - 05/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Madison WI)
PA
09/03/2013 - 09/12/2018
CETERA ADVISOR NETWORKS LLC (GROVE CITY PA)
PA
05/10/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GROVE CITY PA)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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