Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Leann Morris is a financial advisor with Ameriprise Financial Services, LLC. Stacy has been in the financial services industry since November 2, 1997. Stacy is licensed in Arkansas. Stacy has previously worked at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., MORGAN KEEGAN & COMPANY, INC., REGIONS INVESTMENT COMPANY, INC., and FIRST COMMERCIAL INVESTMENTS, INC.
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.
Asset allocation services
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.
1
2
AR
07/11/2023 - Present
Ameriprise Financial Services, LLC (LITTLE ROCK AR)
AR
06/01/2009 - 07/24/2023
MORGAN STANLEY (Little Rock AR)
AR
03/05/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)
AR
04/12/2001 - 03/04/2009
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
AL
09/14/1998 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AR
11/03/1997 - 10/06/1998
FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)
IA
Issued 02/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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