Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherril? Claim Your ProfileSherril Morse is a financial advisor with Kovack Advisors, Inc. Sherril has been in the financial industry since 1995. Sherril is licensed to provide investment advice in Florida, Georgia, Massachusetts, Minnesota, New Hampshire, New Jersey, New Mexico, New York, and Wisconsin. Sherril is also a registered representative with FINRA. Sherril has a wide range of experience in the financial industry and is committed to providing her clients with the highest level of service. Sherril focuses on portfolio management for individuals and businesses, as well as financial planning services.
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.
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
FL
01/01/2025 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
09/20/2019 - 12/31/2022
CETERA ADVISOR NETWORKS LLC (SARASOTA FL)
FL
04/21/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (SARASOTA FL)
FL
09/29/2008 - 05/05/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SARASOTA FL)
FL
08/17/2007 - 10/21/2008
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
FL
02/06/1998 - 08/21/2007
A. G. EDWARDS & SONS, INC. (SARASOTA FL)
NJ
01/01/1996 - 02/18/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
GA
04/12/1995 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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