Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rainey Morris is a financial professional with over 29 years of experience in the industry. John Morris is currently registered with MML Investors Services, LLC in Georgia and Texas, and has held previous positions with MSI Financial Services, INC., New England Securities, AXA Advisors, LLC, JWGenesis Securities, INC., Josephthal Lyon & Ross Incorporated, Pacific Southern Securities, INC., and Blinder, Robinson & Co., INC.. John Morris offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. John Morris is also a Certified Financial Planner and a Chartered Financial Consultant.
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 programs
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.
Solicitors fees
1
2
GA
10/06/2017 - Present
MML Investors Services, LLC (Peachtree Corners GA)
GA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/02/2008 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
05/13/2003 - 10/02/2008
AXA ADVISORS, LLC (ALPHARETTA GA)
FL
11/22/1995 - 03/25/1999
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
11/15/1991 - 12/07/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
08/02/1990 - 11/20/1991
PACIFIC SOUTHERN SECURITIES, INC.
NA
12/20/1989 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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