Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morrison is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with Cetera Investment Advisers LLC in Plano, TX and holds Series 63, Series 7, and SIE licenses. Michael has previously worked at Summit Brokerage Services, Inc., VSR Financial Services, Inc., Northstar Securities, Inc., and Dominion Capital Corporation. Michael specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Michael is committed to providing clients with personalized financial advice and guidance.
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.
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.
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TX
06/29/2023 - Present
Cetera Investment Advisers LLC (PLANO TX)
TX
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (PLANO TX)
TX
03/31/1999 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (PLANO TX)
TX
06/08/1998 - 04/15/1999
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
10/17/1994 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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