Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Morrison is an active investment advisor representative with HSBC Securities (USA) Inc., registered in 52 states and the District of Columbia. Michael has been working in the financial industry since July 2, 2009. Michael has previously worked for several firms including Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.W. Korth & Company, and Edward Jones. Michael is a dual hatted bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., engaging in the sale of bank related products and services. Michael's current registrations include: Series 66, Series 7 and SIE.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
07/12/2017 - Present
Hsbc Securities (usa) Inc. (MIAMI FL)
FL
02/28/2013 - 08/02/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
10/11/2011 - 01/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
06/07/2010 - 02/10/2011
J.W. KORTH & COMPANY (ORLANDO FL)
FL
09/21/2009 - 01/14/2010
EDWARD JONES (CLERMONT FL)
FL
07/15/2009 - 09/21/2009
WALLSTREET*E FINANCIAL SERVICES, INC. (CORAL GABLES FL)
PR
11/17/2003 - 04/27/2004
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
OH
07/18/2001 - 05/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 11/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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