Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reece? Claim Your ProfileReece James Morrison is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Morrison has a strong background in providing investment advice and has a Series 6, Series 26, Series 63, and Series 65 licenses. Morrison is a registered representative in Missouri and Texas. Morrison has previously worked at PFS Investments Inc. and Primerica Financial Services. LPL Financial LLC is a leading independent broker-dealer and registered investment advisor. The firm provides a wide range of financial products and services to individual investors, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
10/10/2023 - Present
LPL Financial LLC (FATE TX)
AR
01/08/2001 - 10/23/2023
PFS INVESTMENTS INC. (SPRINGDALE AR)
IA
Issued 03/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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