Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Curtis Morrison is a financial advisor with over 25 years of experience in the financial services industry. Michael has worked with Wells Fargo Clearing Services, LLC since June 2020 and has also been registered with Morgan Stanley since December 2012. Michael is a Series 63, 65, 7 and SIE licensed professional and specializes in providing investment advice to individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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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2
CA
07/15/2021 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
12/14/2012 - 06/18/2020
MORGAN STANLEY (LA MESA CA)
CA
04/25/2007 - 12/18/2012
WELLS FARGO ADVISORS, LLC (LA MESA CA)
CA
10/04/2001 - 04/24/2007
WELLS FARGO INVESTMENTS, LLC (EL CAJON CA)
CA
01/01/1999 - 10/19/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/13/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
NY
01/03/1997 - 03/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/21/1994 - 01/10/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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