Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Allen Morris is a financial professional with over 20 years of experience in the industry. Currently, Steven is a registered representative with Nationwide Investment Services Corp. Steven has previously worked for firms such as Transamerica Financial Advisors, Inc, Pacific Select Distributors, Inc, and Woodbury Financial Services, Inc. Steven holds Series 6, Series 63, and SIE securities licenses.
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.
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.
1
2
OH
03/17/2017 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
FL
12/26/2013 - 03/27/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
CA
02/02/2010 - 01/09/2012
PACIFIC SELECT DISTRIBUTORS, INC. (ALISO VIEJO CA)
CA
01/09/2007 - 01/27/2010
PACIFIC SELECT DISTRIBUTORS, INC. (ALISO VIEJO CA)
CA
08/03/2006 - 01/18/2007
WOODBURY FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
05/17/2000 - 05/01/2006
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 01/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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