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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Morris is a financial advisor with Ameriprise Financial Services, LLC. John has been in the industry since 2001. John is registered with the state of Ohio as a Broker and Investment Advisor Representative. John is also registered as a Broker in Texas. John is a Series 63, 65, and 7 licensed professional. In addition to the Series 7, 63, and 65, John has the SIE. John has previously worked with Edward Jones and Fidelity Brokerage Services LLC. John has worked in Granville and Newark, Ohio. John specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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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2
OH
04/28/2023 - Present
Ameriprise Financial Services, LLC (NEWARK OH)
OH
01/06/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLUMBUS OH)
OH
07/19/2002 - 01/11/2006
EDWARD JONES (GAHANNA OH)
RI
02/23/2001 - 06/26/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 04/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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