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Nicole Elisabeth Morris

Pacific Select Distributors, LLC

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About Nicole Elisabeth Morris

Nicole Elisabeth Morris has been in the securities industry since 1995. Nicole currently works for Pacific Select Distributors, LLC, a firm located in Newport Beach, California. Nicole is registered with FINRA and the state of California. She has previously worked for Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Pacific Select Distributors, Inc., Citicorp Investment Services, and Cal Fed Investments.

Firm Information

Nicole Morris is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nicole Morris’s Registration & Firm History

CA

08/21/2012 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

MO

12/16/2011 - 08/17/2012

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

CA

02/24/2010 - 12/08/2010

CITIGROUP GLOBAL MARKETS INC. (LAGUNA HILLS CA)

CA

08/06/2003 - 02/10/2009

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

NY

02/05/2003 - 08/04/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

07/13/2001 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

CA

01/31/1997 - 04/06/2000

CAL FED INVESTMENTS (SACRAMENTO CA)

WI

08/31/1992 - 01/31/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

BC

Issued 10/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole Elisabeth Morris.
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