Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharyl? Claim Your ProfileSharyl Suzanne Morris is an investment advisor representative with Kestra Advisory Services, LLC. Sharyl has been in the financial services industry since June 2019. Prior to joining Kestra, Sharyl worked at Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sharyl is licensed to provide investment advice in Oklahoma and Texas. Sharyl holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Sharyl is also the owner of Morris Ledger LLC, which provides tax, accounting and CPA services. Sharyl is committed to providing personalized financial advice to her clients.
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.
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.
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
OK
03/06/2024 - Present
Kestra Advisory Services, LLC (OKLAHOMA CITY OK)
OK
11/16/2020 - 02/08/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDWEST CITY OK)
OK
06/11/2019 - 10/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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