Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Carlyle Morris is a financial advisor with over 25 years of experience in the industry. Melvin Carlyle Morris has been registered with Principal Securities, Inc. since March 29, 2005. Melvin Carlyle Morris is also registered with the state of Maryland as an Investment Advisor Representative. Melvin Carlyle Morris has previously worked with T. Rowe Price Investment Services, Inc., and Nationwide Advisory Services, Inc. Melvin Carlyle Morris holds Series 6, 7, 63 and 66 securities licenses and has passed the SIE exam. Melvin Carlyle Morris provides financial planning services to individuals and businesses, as well as pension consulting and educational seminars. Melvin Carlyle Morris also offers portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MD
03/29/2005 - Present
Principal Securities, Inc. (BETHESDA MD)
MD
06/23/1997 - 09/29/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
OH
07/12/1995 - 12/05/1995
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MD
11/12/1993 - 07/18/1995
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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