Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon-michael? Claim Your ProfileJon-michael Morrison is a financial advisor with over 11 years of experience in the financial services industry. Jon-michael has worked for several leading firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC and National Financial Services LLC. Jon-michael currently works for Newedge Securities, Inc. Jon-michael is licensed to conduct business in Texas.
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
PA
04/18/2024 - Present
Newedge Securities, Inc. (PITTSBURGH PA)
TX
10/04/2019 - 04/26/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
NE
07/26/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
03/18/2019 - 09/24/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/09/2013 - 11/16/2018
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
07/15/2011 - 11/26/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 10/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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