Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Jean Morris is a financial advisor with LaSalle St Securities, LLC, a firm based in Louisville, KY. Traci has been in the financial industry since 2009 and holds both Series 6 and Series 63 licenses. Traci has prior experience with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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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KY
08/30/2021 - Present
Lasalle ST Securities, LLC (Louisville KY)
IN
10/01/2012 - 08/14/2021
J.P. MORGAN SECURITIES LLC (CORYDON IN)
IN
03/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW ALBANY IN)
BC
Issued 03/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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