Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Stone is a registered investment advisor representative with State Farm Investment Management Corp., in Wichita Falls, TX. Morris has been in the securities industry since February 27, 2001, and is currently registered with the state of Oklahoma and Texas. Morris Stone also owns Morris Stone's Insurance Agency, an insurance agency that is investment-related. Morris has a Series 6 and Series 63 license. Morris Stone is a financial professional, and he is able to provide financial planning and portfolio management for individuals and investment companies.
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.
Strategic management for diversified investment portfolios.
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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2
TX
06/29/2021 - Present
State Farm Investment Management Corp. (Wichita Falls TX)
IA
Issued 06/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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