Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morris? Claim Your ProfileMorris Shank is a financial advisor with over 30 years of experience in the industry. Morris is registered with IFG Advisory, LLC and holds Series 6, 7, 24, 31, and 63 licenses. Morris also holds a Series 65 license and is registered as an Investment Advisor Representative (IAR) in Missouri and Texas. Morris specializes in financial planning, portfolio management, and pension consulting. Morris is committed to providing personalized financial advice and guidance to help clients reach 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.
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
GA
08/14/2017 - Present
IFG Advisory, LLC (ATLANTA GA)
MO
11/10/2006 - 08/09/2011
SECURITIES AMERICA, INC. (ST LOUIS MO)
MO
09/08/2003 - 11/10/2006
NEW ENGLAND SECURITIES (ST. LOUIS MO)
MA
10/22/1992 - 09/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 01/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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