Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Morris is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC. He is a Series 6, 7, 10, 63, and 65 licensed professional with a strong background in investment management and financial planning. Jeffrey has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. In addition to his work with LPL Financial LLC, Jeffrey is also the owner of Morris Land & Cattle LLC. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
OH
09/23/2019 - Present
LPL Financial LLC (MANSFIELD OH)
OH
04/26/1984 - 07/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANSFIELD OH)
NA
08/29/1983 - 02/21/1984
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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