Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rakeem? Claim Your ProfileRakeem Latron Morris is a Registered Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Rakeem Morris has been in the securities industry since August 2024. Rakeem Morris is registered with the state of Georgia. The firm has offices in Duluth, GA and NEW YORK, NY. The firm provides a range of services including portfolio management for individuals, portfolio management for businesses, pension consulting, selection of other advisors and educational seminars. The firm's approximate asset amount is between $10 billion and $50 billion.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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GA
01/15/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Duluth GA)
Active
Inactive
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