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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cameron Morris is a financial advisor with over 15 years of experience in the industry. James currently works for Morgan Stanley, where they provide a range of financial services to clients, including financial planning, portfolio management, and investment advisory services. James is registered with FINRA and is a licensed investment advisor representative in several states. Prior to joining Morgan Stanley, James was a financial advisor with Leerink Swann LLC and Morgan Stanley & Co. Incorporated. James is also an active member of the West Barnstable Deer Club, serving as the club's secretary and a member of the Board of Directors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
06/01/2009 - Present
Morgan Stanley (HYANNIS MA)
MA
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (EAST HARWICH MA)
MA
02/13/2007 - 09/05/2008
LEERINK SWANN LLC (BOSTON MA)
IA
Issued 01/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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