Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Ann Morris is a financial advisor with over 15 years of experience in the financial services industry. She is registered to provide investment advice in New Jersey, New York, and Texas. Melissa Ann Morris is currently employed at Neuberger Berman BD LLC and has previously worked for FORESIDE FUND SERVICES, LLC, ALIGNED MANAGER SERVICES LLC, and QUASAR DISTRIBUTORS, LLC.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
NY
03/12/2019 - Present
Neuberger Berman BD LLC (NEW YORK NY)
CT
03/28/2014 - 03/20/2015
FORESIDE FUND SERVICES, LLC (Stamford CT)
CT
06/12/2013 - 04/10/2014
ALIGNED MANAGER SERVICES LLC (STAMFORD CT)
ME
05/14/2007 - 03/07/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IA
Issued 08/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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