Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven David Morris is a financial advisor with Prospera Financial Services, Inc. based in Mt. Pleasant, South Carolina. Steven has been in the financial industry since 1981 and holds a number of licenses and certifications. Steven has worked with a variety of clients, including individuals, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
SC
05/22/2020 - Present
Prospera Financial Services, Inc. (Mt. Pleasant SC)
NY
07/31/1991 - 12/31/2005
PENN CENTER INVESTMENTS, INC. (EAST HAMPTON NY)
NJ
08/11/1987 - 08/16/1991
SK INTERNATIONAL SECURITIES CORPORATION (MORRISTOWN NJ)
NA
03/23/1981 - 10/05/1989
JOSEPHTHAL & CO., INCORPORATED
IA
Issued 05/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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