Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lamar? Claim Your ProfileLamar Morris is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Lamar has over 25 years of experience in the financial services industry. Lamar holds the Series 7, Series 31, Series 65, and Series 66 securities licenses and is a Certified Financial Planner. Lamar specializes in providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, businesses, and institutions.
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.
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.
1
2
TX
02/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (SUGAR LAND TX)
TX
11/19/1997 - 02/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGAR LAND TX)
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/03/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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