Unclaimed
Jesse Morris is a financial professional with over a decade of experience in the industry. Jesse currently works at Empower Financial Services, Inc. where Jesse is registered to conduct business in multiple states. Prior to this role, Jesse worked at CAPFINANCIAL SECURITIES, LLC. and CAMMACK LARHETTE BROKERAGE, INC. Jesse holds the Series 6, Series 63, and Series 65 licenses. Jesse is also licensed in the state of New York.
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
CO
02/14/2023 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
NY
05/26/2021 - 02/02/2023
CAPFINANCIAL SECURITIES, LLC. (New York NY)
NY
04/06/2011 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (NEW YORK NY)
IA
Issued 04/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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