Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Richard Morris is an investment advisor representative with Bryn Mawr Capital Management, LLC. He is registered with the state of Delaware and has been in the industry since 1996. Joel has experience working with individual and institutional clients. He holds the Series 7, Series 63, and Series 65 licenses. He is a Certified Financial Planner™ professional and offers financial planning and portfolio management services. He is also an investment advisor representative for Bryn Mawr Trust.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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DE
07/06/2023 - Present
Bryn Mawr Capital Management, LLC (Wilmington DE)
PA
10/24/2007 - 05/11/2015
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
SC
09/29/2004 - 05/12/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
07/23/1999 - 09/17/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NJ
02/07/1997 - 07/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/20/1996 - 04/03/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 01/20/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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