Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Morris is a financial advisor with over 45 years of experience in the industry. Paul is currently registered with Level Four Advisory Services in Dallas, Texas. Paul is a Registered Representative and Investment Advisor Representative. Previously, Paul was registered with Raymond James Financial Services, Inc. and Royal Alliance Associates, Inc. Paul offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Paul holds Series 7, Series 63, Series 24, and Series 51 licenses. Paul also holds the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
06/12/2024 - Present
Level Four Advisory Services (DALLAS TX)
LA
05/01/1998 - 01/09/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (COVINGTON LA)
NA
04/21/1998 - 04/22/1998
INVESTMENT MANAGEMENT & RESEARCH, INC
AZ
12/24/1997 - 04/22/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
10/03/1974 - 12/15/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/03/1974 - 12/15/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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