Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Lee Brill is an investment advisor representative for Waverly Advisors, LLC. Morris has over 25 years of experience in the industry. Morris is registered with the state of Florida. Morris has worked for several firms over the years, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, and First Union Brokerage Services, Inc. Morris's specializations include: Portfolio Management, Investment Advisory Services, Retirement Planning and Estate Planning.
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.
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
AL
03/12/2014 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
FL
09/01/2006 - 03/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
FL
01/13/1997 - 08/25/2006
ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)
WI
01/02/2002 - 12/17/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NC
11/30/1993 - 01/21/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Morris Brill is the right advisor for you? Invested Better is here to help.
