Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Morris is a financial advisor with over 30 years of experience in the industry. He currently works at Raymond James Financial Services Advisors, Inc., where he provides financial advice and investment services to individuals, families, and businesses. Justin has held various positions at other reputable firms, including Raymond James & Associates, Inc., BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, DMG Securities, Inc., F.N. Wolf & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. His expertise includes a wide range of financial services, such as financial planning, portfolio management, pension consulting, and educational seminars. Justin is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
03/30/2016 - Present
Raymond James Financial Services Advisors, Inc. (SUFFOLK VA)
VA
07/20/2012 - 03/23/2016
RAYMOND JAMES & ASSOCIATES, INC. (VIRGINIA BEACH VA)
VA
01/28/2009 - 07/16/2012
BB&T INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
03/24/2006 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (NORFOLK VA)
NC
02/13/2004 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
11/15/1994 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
VA
07/01/1994 - 11/03/1994
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
05/16/1988 - 07/06/1994
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/19/1988
SHERWOOD CAPITAL, INC.
NA
09/30/1981 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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