Unclaimed
Jackson Morrissey is an Investment Advisor Representative currently registered with Foster Victor Wealth Advisors in Greenville, South Carolina. Jackson has been in the industry since 2022 and holds the Series 65 license. Jackson has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jackson specializes in financial planning and portfolio management for individuals and businesses.
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.
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.
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SC
01/08/2024 - Present
Foster Victor Wealth Advisors (GREENVILLE SC)
IA
Issued 06/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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