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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 Michael Morris is an investment advisor representative registered with TLG Advisors, Inc. James Michael Morris has been in the industry since February 16, 2006. James Michael Morris is also a registered investment advisor representative in Michigan and Minnesota. James Michael Morris has previously worked at Questar Capital Corporation, National Planning Corporation and Cantella & Co., Inc. James Michael Morris specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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.
Placement of institutional funds
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.
1
2
CO
06/29/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
MI
05/23/2012 - 05/02/2019
QUESTAR CAPITAL CORPORATION (ANN ARBOR MI)
CA
09/07/2006 - 04/02/2012
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
MA
09/29/2005 - 07/18/2006
CANTELLA & CO., INC. (MALDEN MA)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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