Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Morrison is a financial advisor with over 2 years of experience in the financial services industry. John is currently registered with Rockefeller Financial LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds a Series 7TO, SIE, and Series 66 licenses and is registered in 28 states. John specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. John also provides advisory services for clients in California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
MD
04/29/2022 - Present
Rockefeller Financial LLC (Bethesda MD)
MD
11/10/2020 - 05/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
BOTH
Issued 04/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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