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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jayne Morris is an investment advisor representative at Osaic Wealth, Inc. Michelle is a registered investment advisor with the state of Texas. Michelle has been in the financial services industry since 2020. She has experience in a variety of areas including insurance and financial planning, real estate, and tutoring. Michelle is committed to providing her clients with the best possible service and helping them achieve their financial goals. Michelle holds licenses for Series 63, Series 65 and SIE exams. Michelle has worked at a number of firms in the past including TRIAD ADVISORS LLC, PFS Investments Inc. and Consolidated Planning Group, Inc.
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.
1
2
TX
08/23/2024 - Present
Osaic Wealth, Inc. (Sugar Land TX)
TX
03/08/2021 - 08/23/2024
TRIAD ADVISORS LLC (Sugar Land TX)
TX
09/24/2020 - 03/09/2021
PFS INVESTMENTS INC. (STAFFORD TX)
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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