Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Amiri is a registered Investment Advisor Representative with Sowell Management. Morris has been in the industry since 2000 and has experience with both broker-dealer and investment advisor firms. Morris holds Series 7, 63, and 66 licenses and has been registered in California since 2018. Morris has also previously worked with Fallbrook Capital Securities Corp., RBC Capital Markets Corporation, Bear, Stearns & Co. Inc., and Klein Investment Group, L.P. Morris has a background in Real Estate and spends less than 5 hours a month on this activity outside of Sowell Management. Sowell Management is an investment advisory firm headquartered in North Little Rock, Arkansas. Sowell Management has over 13,000 clients with over 3 billion dollars in assets under management and offers services in financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
12/18/2018 - Present
Sowell Management (NORTH LITTLE ROCK AR)
CA
02/22/2011 - 09/14/2011
FALLBROOK CAPITAL SECURITIES CORP. (CALABASAS CA)
NY
07/05/2005 - 03/06/2009
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
04/19/2005 - 07/14/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
11/06/2002 - 01/21/2005
KLEIN INVESTMENT GROUP, L.P. (BEVERLY HILLS CA)
CA
10/17/2000 - 04/17/2001
KLEIN INVESTMENT GROUP, L.P. (BEVERLY HILLS CA)
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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