Unclaimed
Randy Wayne Morris is a registered representative with PFS Investments Inc., based in Harker Heights, Texas. Randy has over 20 years of experience in the financial services industry, having passed the Series 6 and Series 63 exams, as well as the Securities Industry Essentials (SIE) exam in 2018. Randy has a strong track record of providing financial advice and investment management services to individuals. Prior to working at PFS Investments Inc., Randy was also a registered representative with PFS Investments Inc. in Duluth, Georgia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/09/2008 - Present
PFS Investments Inc. (HARKER HEIGHTS TX)
GA
03/24/2006 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/01/2000 - 10/13/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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