Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Decatur Morris is a registered representative with Raymond James & Associates, Inc., a firm with a strong presence in the financial services industry. William has a diverse background in finance, having previously worked at Brookfield Private Advisors LLC and Lazard Frères & Co. LLC. His experience encompasses various aspects of the financial market, including investment banking, securities, and advisory services. William holds the Series 79TO, Series 63, and SIE licenses. His dedication to providing comprehensive financial guidance is evident in his association with a firm that offers a wide range of services, including financial planning, portfolio management, and pension consulting.
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
FL
03/22/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
10/20/2022 - 12/06/2022
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NY
11/01/2019 - 09/27/2022
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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