Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Norris Morrill is an investment advisor representative at D.f. Dent And Company, Inc. based in BALTIMORE, MD. Michael has been in the securities industry since 1998. Michael has worked with several financial institutions including BT ALEX. BROWN INCORPORATED, DEUTSCHE BANK SECURITIES INC., WACHOVIA SECURITIES, LLC, WACHOVIA CAPITAL MARKETS, LLC, and FORESIDE FUND SERVICES, LLC. Michael holds the following licenses and qualifications: Series 63, Series 7, and SIE. Michael specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Michael also has experience in managing assets for various client types including high-net-worth individuals, corporations or other businesses, investment companies, charitable organizations, pension and profit sharing plans, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/28/2022 - Present
D.f. Dent AND Company, Inc. (BALTIMORE MD)
MD
06/10/2005 - 03/18/2022
FORESIDE FUND SERVICES, LLC (BALTIMORE MD)
NC
07/01/2003 - 03/18/2005
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
05/12/2003 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/14/1999 - 05/09/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
05/07/1998 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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