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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Morris is a financial advisor with Steward Partners Investment Advisory, LLC. Keith has been in the financial services industry since 1995 and has experience working with a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Keith is a registered investment advisor representative in Pennsylvania, Texas, and Louisiana. Keith has worked for a number of firms, including Raymond James Financial Services, Inc., Wells Fargo Advisors Financial Network, LLC, and Legg Mason Wood Walker, Incorporated. Keith holds a Series 7, Series 24, Series 31, Series 63, and Series 65 license. Keith is committed to providing his clients with personalized financial advice and strategies to help them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
PA
06/21/2019 - Present
Steward Partners Investment Advisory, LLC (Plymouth Meeting PA)
PA
09/12/2013 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Conshohocken PA)
PA
07/08/2011 - 09/16/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CONSHOHOCKEN PA)
PA
07/29/2005 - 07/08/2011
WELLS FARGO ADVISORS, LLC (CONSHOHOCKEN PA)
MD
07/15/1997 - 08/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/10/1995 - 07/23/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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