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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfred? Claim Your ProfileWilfred Morrison is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Wilfred is a registered representative in Florida, Pennsylvania and Texas. Wilfred has been in the industry since 1983 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Janney Montgomery Scott Inc., and Gruntal & Co. Incorporated. Wilfred provides investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
PA
02/24/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ALLENTOWN PA)
PA
01/02/2009 - 01/04/2019
WELLS FARGO CLEARING SERVICES, LLC (ALLENTOWN PA)
PA
10/16/1998 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
PA
02/04/1994 - 11/12/1998
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
03/04/1987 - 02/10/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
04/11/1986 - 04/16/1987
THOMSON MCKINNON SECURITIES INC.
NA
11/04/1983 - 04/04/1986
ROBINSON & ROBINSON, INC.
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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