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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Emmett Morris is an investment advisor representative with World Investment Advisors, LLC. Michael is a licensed investment advisor in Ohio. Michael has over 25 years of experience in the financial services industry, including experience with Ross, Sinclair & Associates, LLC, McDonald Investments Inc., Key Investments Inc., MDS Securities Incorporated, and Fidelity Brokerage Services, Inc. Michael specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Michael is also registered with the Securities and Exchange Commission (SEC) and holds the following securities licenses: Series 6, Series 7, Series 31, and Series 63. Michael is committed to providing his 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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OH
01/03/2018 - Present
World Investment Advisors, LLC (Cleves OH)
OH
12/01/2005 - 07/18/2012
ROSS, SINCLAIRE & ASSOCIATES, LLC (CINCINNATI OH)
OH
05/14/1999 - 12/06/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
02/01/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IN
08/02/1995 - 01/26/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
RI
05/16/1989 - 08/01/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 04/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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