Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaquam? Claim Your ProfileJaquam Morris is a financial advisor at LPL Financial LLC. Jaquam has over 13 years of experience in the financial services industry. Jaquam is registered with FINRA and the states of North Carolina and South Carolina. Jaquam's previous employers include PFM Fund Distributors, Inc., Vanguard Marketing Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jaquam holds the Series 7, 66, and SIE licenses and the Series 99TO license. Jaquam provides a range of financial services, including financial planning, portfolio management, and consulting services.
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.
1
2
SC
02/06/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/21/2022 - 12/11/2023
PFM FUND DISTRIBUTORS, INC. (Charlotte NC)
NC
10/26/2021 - 10/14/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
MA
01/17/2020 - 09/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICOPEE MA)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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