Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Morris is a financial advisor with Truist Advisory Services, Inc. Robert has been in the financial services industry since 1972. He has a broad range of experience with firms such as BB&T Securities, LLC, Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., Dean Witter Reynolds Inc., Reynolds Securities, Inc., and Thornton, Farish & Gaunnt, Inc. Robert is registered in Alabama, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Robert is a Series 63, SIE, PC, Series 7 and Series 1 licensed professional. Robert is a co-owner of a building that houses a Piggy Wiggly grocery store. Robert specializes in financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
AL
01/24/2023 - Present
Truist Advisory Services, Inc. (BIRMINGHAM AL)
VA
02/05/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
10/15/2010 - 02/11/2016
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
06/01/2009 - 11/04/2010
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM AL)
AL
04/09/1991 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM AL)
NY
05/14/1988 - 04/11/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/04/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
02/24/1978 - 02/23/1988
DEAN WITTER REYNOLDS INC.
NA
08/04/1975 - 02/24/1978
REYNOLDS SECURITIES, INC.
NA
01/26/1972 - 07/30/1975
THORNTON, FARISH & GAUNTT, INC.
BC
Issued 12/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 09/20/1975
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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