Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Ray Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. Terry has been working in the financial industry since 1999 and is registered with the state of Tennessee and Texas. Terry holds multiple industry licenses, including Series 31, Series 7 and Series 66.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
10/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (MEMPHIS TN)
TN
08/31/2012 - 10/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (MEMPHIS TN)
TN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEMPHIS TN)
TN
05/26/1999 - 04/02/2007
MORGAN STANLEY DW INC. (MEMPHIS TN)
BOTH
Issued 07/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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