Unclaimed
Jeffery Edward Morhous is a financial advisor who has been working in the industry since June 21, 1990. Jeffery is currently registered with Fidelity Brokerage Services LLC. He is licensed in Kentucky, Massachusetts, Ohio, Texas, and Utah. Jeffery holds multiple securities licenses, including Series 4, 7, 9, 10, 24, and 63. He also has passed the SIE exam. Jeffery has previously worked with Scottsdale Securities, Inc. in St. Louis, Missouri, PaineWebber Incorporated in Weehawken, New Jersey, and The Stuart-James Company, Inc. in Denver, Colorado.
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.
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.
1
2
KY
05/26/2000 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
MO
12/21/1988 - 01/27/1998
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
NJ
05/19/1988 - 01/18/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
02/24/1988 - 06/02/1988
THE STUART-JAMES COMPANY, INC. (DENVER CO)
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/1991
Series 4 - Registered Options Principal Examination
BC
Issued 12/06/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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