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 registered investment advisor representative with The Huntington Investment Co. Stephen has been in the industry since April 6, 2017. Stephen holds Series 7 and Series 66 licenses. Stephen currently works at the firm's branch office in Wood Dale, Illinois. Stephen previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, Illinois. Stephen is registered with the state of Illinois to provide investment advice. Stephen specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations.
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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IL
08/30/2023 - Present
THE Huntington Investment Co. (Wood Dale IL)
IL
03/31/2017 - 08/22/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
BOTH
Issued 05/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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