Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barry Morrell is a financial advisor at LPL Financial LLC. Michael has been in the industry since 1996. Michael's branch office is located in Maryville, TN. Michael is registered with FINRA (Series 63, Series 66, and Series 7), and has a license to sell securities in 19 states. Michael provides financial planning, pension consulting, and educational seminars to individual investors and businesses. Michael is also registered with the SEC as an investment advisor representative. Michael's primary focus is to help investors 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.
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.
1
2
TN
06/12/2018 - Present
LPL Financial LLC (MARYVILLE TN)
TN
03/22/1999 - 12/19/2007
EDWARD JONES (MARYVILLE TN)
NJ
10/20/1997 - 04/01/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/10/1996 - 10/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/29/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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