Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shuron? Claim Your ProfileShuron Morton is a financial advisor with United Brokerage Services, Inc. located in Washington, DC. Shuron has been a financial advisor for more than 20 years. Shuron has experience working with individuals and businesses. Shuron is registered with the state of Maryland as both a broker and an investment advisor. Shuron has also passed the Series 63, 65, 7, 24 and SIE examinations. Shuron offers financial planning services as well as portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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DC
07/25/2024 - Present
United Brokerage Services, Inc. (Washington DC)
MD
05/23/2018 - 06/28/2024
PNC INVESTMENTS (BALTIMORE MD)
MD
06/22/2015 - 04/23/2018
CAPITAL ONE INVESTING, LLC (Elkridge MD)
MD
08/16/2013 - 05/18/2015
MORGAN STANLEY (COLUMBIA MD)
MD
11/06/2012 - 08/07/2013
PNC INVESTMENTS (BALTIMORE MD)
MD
07/08/2010 - 07/05/2012
PNC INVESTMENTS (BALTIMORE MD)
MD
05/01/2009 - 08/05/2009
ALLSTATE FINANCIAL SERVICES, LLC (SUITLAND MD)
MD
04/17/2003 - 03/31/2009
WACHOVIA SECURITIES, LLC (BALTIMORE MD)
MN
12/14/1999 - 06/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/14/1999 - 06/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/08/1999 - 11/02/1999
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 07/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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