Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Nathan Symson is a financial advisor with over 30 years of experience in the industry. Morris is currently registered with Kestra Private Wealth Services, LLC in Texas, and is licensed to provide investment advice and securities brokerage services. Morris has a wide range of experience in the financial services industry, and is committed to providing personalized and comprehensive financial advice to clients. Morris's areas of expertise include portfolio management, financial planning, and investment advisory services. Morris has an active registration with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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2
TX
03/04/2014 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
03/06/1995 - 03/12/2014
UBS FINANCIAL SERVICES INC. (ENCINO CA)
NY
01/18/1988 - 03/06/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/24/1973 - 02/12/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1977
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 07/19/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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