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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morrison? Claim Your ProfileMorrison Huston jr. has been in the financial services industry for over 40 years. Morrison is currently a registered representative with UBS Financial Services Inc. Morrison has a long history of working with individual clients, corporations, and high-net-worth individuals. Morrison also has experience with pension consulting and educational seminars. Morrison is a licensed investment advisor in several states, including Pennsylvania, Texas, and New York. Morrison has held previous roles with UBS PaineWebber Inc., Legg Mason Wood Walker, Incorporated, and Kidder, Peabody & Co. Incorporated.
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.
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.
See schedule d - miscellaneous
1
2
PA
08/29/2022 - Present
UBS Financial Services Inc. (CONSHOHOCKEN PA)
NJ
08/18/1999 - 09/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MD
03/11/1993 - 08/25/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
05/19/1978 - 04/05/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 09/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/13/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/25/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1978
PC - AMEX Put and Call Exam
BC
Issued 02/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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