Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Rae Morphew is a financial advisor with Raymond James Financial Services Advisors, Inc. Shannon has been in the industry for over 20 years, and has a deep understanding of the financial markets. Shannon is dedicated to providing personalized financial advice to her clients, helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
05/28/2019 - Present
Raymond James Financial Services Advisors, Inc. (DALLAS TX)
TX
02/13/2013 - 05/28/2019
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
06/05/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
TX
09/14/2005 - 06/12/2009
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
CA
09/21/2004 - 08/24/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
03/04/2003 - 09/21/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/04/2003 - 09/21/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
05/23/2002 - 10/09/2002
CULLUM & BURKS SECURITIES, INC. (DALLAS TX)
IN
01/23/2001 - 11/29/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/23/2001 - 11/29/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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