Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Mayerfeld is a financial advisor at LPL Financial LLC in LAKEWOOD, NJ. Morris has been in the industry since 1987 and has a broad range of experience in the financial services industry. Morris has a strong understanding of the investment markets and specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Morris holds the Series 6, 7, 26, 63, and 66 licenses and is also a Certified Financial Planner. Morris is dedicated to providing his clients with personalized service and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NJ
10/18/2018 - Present
LPL Financial LLC (LAKEWOOD NJ)
NJ
01/02/1992 - 10/17/2018
CADARET, GRANT & CO., INC. (LAKEWOOD NJ)
NJ
07/23/1987 - 12/31/1991
STUART STONE & COMPANY (FLORHAM PARK NJ)
BC
Issued 07/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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