Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi Nathan Morris is a financial advisor registered with LPL Financial LLC in Albert City, IA. Levi has been working in the financial services industry since April 6, 2013. Levi specializes in a variety of services including financial planning, portfolio management, and consulting. Levi also holds the Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory services
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.
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IA
02/24/2020 - Present
LPL Financial LLC (ALBERT CITY IA)
IA
02/14/2014 - 02/24/2020
SECURITIES AMERICA, INC. (SPENCER IA)
IA
07/23/2013 - 02/14/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IL
03/27/2013 - 06/25/2013
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
IA
03/11/2013 - 06/25/2013
CETERA ADVISOR NETWORKS LLC (WEST DES MOINES IA)
IA
03/11/2013 - 06/25/2013
CETERA ADVISORS LLC (WEST DES MOINES IA)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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