Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Daddona is a financial professional with over 30 years of experience in the industry. Morris is currently registered with Equity Services, Inc. and holds a Series 6 license as well as the Securities Industry Essentials Examination. Previously, Morris was registered with several firms, including Cadaret, Grant & Co., Inc., Investors Capital Corp., National Planning Corporation, Securities America, Inc., LINSCO/Private Ledger Corp., PMG Securities Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation and First Investors Corporation. Morris has a long history of serving a variety of clients, including high-net-worth individuals, corporations, pension plans and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
11/08/2017 - Present
Equity Services, Inc. (HAUPPAUGE NY)
NY
06/28/2013 - 11/09/2017
CADARET, GRANT & CO., INC. (WESTHAMPTON NY)
NY
07/01/2008 - 07/08/2013
INVESTORS CAPITAL CORP. (WESTHAMPTON BEACH NY)
NY
12/08/2000 - 07/10/2008
NATIONAL PLANNING CORPORATION (NEW ROCHELLE NY)
NE
10/01/1999 - 12/12/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
12/16/1996 - 10/11/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
01/10/1994 - 12/18/1996
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
11/19/1989 - 01/12/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/25/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/04/1983 - 03/02/1988
FIRST INVESTORS CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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