Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Morrison is a financial advisor with over 15 years of experience in the financial services industry. Steven currently works with LPL Financial LLC in TAMPA, FL. Steven is registered with both FINRA and the state of Florida. Steven is a Series 7TO, Series 6, Series 24, and Series 26 licensed advisor. Steven has a proven track record of helping individuals and families reach their financial goals. Steven is committed to providing his clients with personalized financial advice and guidance.
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.
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2
FL
09/20/2021 - Present
LPL Financial LLC (TAMPA FL)
FL
05/07/2020 - 09/29/2021
MORGAN STANLEY (Tampa FL)
NY
08/07/2013 - 09/02/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
FL
04/13/2010 - 06/30/2016
METLIFE SECURITIES, INC (TAMPA FL)
FL
08/07/2013 - 01/02/2015
NEW ENGLAND SECURITIES (TAMPA FL)
FL
01/15/2003 - 02/12/2010
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 07/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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