Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Marshall Morse is a financial advisor currently registered with Pacific Select Distributors, LLC in Newport Beach, California. Steven began his career in the financial services industry in 1999 and has over 24 years of experience. Steven is licensed in Massachusetts and holds Series 6 and Series 63 registrations as well as the Securities Industry Essentials Examination.
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.
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CA
01/13/2005 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
MA
05/14/1999 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 05/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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