Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mickey? Claim Your ProfileMickey Murdock Morton is a financial advisor with over 24 years of experience in the industry. Mickey is currently registered with Truist Advisory Services, Inc. and has previously been affiliated with firms such as BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC and Fidelity Brokerage Services LLC. Mickey holds FINRA Series 7, 9, 10, 31 and 63 licenses, as well as the SIE and Series 65. Mickey also holds the Certified Financial Planner designation. Mickey provides a wide range of financial services to individuals, families and businesses, including financial planning, portfolio management and wrap fee product and financial profiling services. Mickey is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
03/02/2021 - Present
Truist Advisory Services, Inc. (THOMASVILLE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
12/05/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SIMPSONVILLE SC)
NC
04/13/2017 - 12/13/2017
WELLS FARGO CLEARING SERVICES, LLC (DURHAM NC)
NC
11/01/2016 - 04/13/2017
BB&T INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
04/15/2014 - 11/01/2016
WELLS FARGO ADVISORS, LLC (BURLINGTON NC)
NC
08/21/1998 - 04/07/2014
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
IA
Issued 04/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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