Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Morris is a financial advisor registered with LPL Financial LLC. Stephen has been in the industry since 1999, with experience at firms such as OSAIC FA, INC., The Lincoln National Life Insurance Company, and Rampart Financial Services, INC. Stephen holds a Series 7, Series 63, and SIE license. Stephen is also a Chartered Financial Consultant. Stephen provides financial planning, pension consulting, educational seminars, and selection of other advisors 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/14/2024 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
12/02/2002 - 08/15/2024
OSAIC FA, INC. (BERWYN PA)
IN
12/02/2002 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
06/12/2002 - 11/24/2003
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
04/11/2001 - 11/16/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
05/23/2000 - 08/22/2000
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
NY
05/03/1999 - 04/18/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/11/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 04/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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