Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Francis Morris is an investment advisor representative with Essex Financial Services, Inc.. Nathaniel is registered with FINRA (Financial Industry Regulatory Authority) as a Series 6, 7, 63 and 65 licensed individual. Nathaniel Morris is also registered with the state of California, Connecticut, New Hampshire and Texas. Nathaniel has 11 years of experience in the financial services industry. Before joining Essex Financial Services, Inc., Nathaniel was employed with The Leaders Group, Inc..
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
CT
01/13/2022 - Present
Essex Financial Services, Inc. (Farmington CT)
CT
06/02/2021 - 03/15/2024
THE LEADERS GROUP, INC. (Essex CT)
CT
06/03/2013 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (Farmington CT)
PA
01/24/2012 - 05/29/2013
ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)
IA
Issued 02/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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