Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Morris is a financial advisor associated with Charles Schwab & Co., Inc. Jeff has been in the industry since March 2015 and currently works in the Colorado Springs office. Jeff has passed both the Series 63 and Series 7 exams, along with the SIE exam. Prior to joining Charles Schwab & Co., Inc., Jeff was registered with USAA FINANCIAL ADVISORS, INC. Jeff can provide financial advice for both individuals and businesses in several states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
05/23/2020 - Present
Charles Schwab & CO., Inc. (Colorado Springs CO)
CO
03/09/2015 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 09/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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