Unclaimed
Morley Forsyth is a financial professional with over 5 years of experience in the industry. Morley holds a Series 79, Series 63, and SIE license and is registered in Texas. Morley currently works at Bofa Securities, Inc. and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morley's experience in the financial industry and educational background provides them with the knowledge and skills to provide investment advice to clients.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
TX
05/10/2019 - Present
Bofa Securities, Inc. (HOUSTON TX)
TX
08/13/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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