Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Raymond Morrill is a financial advisor currently registered with Raymond James & Associates, Inc. with offices in Chicago, Illinois. Thomas Raymond Morrill has over 20 years of experience in the financial services industry. Previously, Thomas Raymond Morrill was employed by Morgan Stanley and Credit Suisse Securities (USA) LLC in Chicago, Illinois. Thomas Raymond Morrill is registered to provide financial advice and securities in several states including Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
05/31/2016 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
09/04/2009 - 06/21/2016
MORGAN STANLEY (CHICAGO IL)
IL
01/17/2003 - 09/18/2009
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NJ
12/04/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 10/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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