Unclaimed
Morris Jerrel Graves is a financial professional with over 27 years of experience in the financial services industry. Morris is registered with PFS Investments Inc. and is licensed in California, Georgia, Oklahoma and Texas. Morris is a Series 6 and Series 63 licensed representative. Morris has been with PFS Investments Inc. since 2015. Morris specializes in providing investment advisory services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/09/2018 - Present
PFS Investments Inc. (LOS ANGELES CA)
CA
12/10/2015 - 11/11/2016
PFS INVESTMENTS INC. (LOS ANGELES CA)
CA
11/05/2013 - 12/31/2013
PFS INVESTMENTS INC. (LOS ANGELES CA)
CA
05/13/1996 - 12/31/2011
PFS INVESTMENTS INC. (LOS ANGELES CA)
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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