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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Glenn Morrison is a financial advisor with over 40 years of experience. William Glenn Morrison is currently registered with Ameritas Advisory Services, LLC and is licensed to provide financial advice in Arizona and Texas. William Glenn Morrison has previously held positions with several firms including Fahnestock & Co., Inc., B.C. Christopher Securities Co., MML Investors Services, Inc. and NEL Equity Services Corporation. William Glenn Morrison is a Chartered Financial Consultant and holds Series 63, 65, 1, 6TO, 22TO and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AZ
11/01/2021 - Present
Ameritas Advisory Services, LLC (FLAGSTAFF AZ)
NY
03/23/1990 - 12/31/1996
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
05/01/1989 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
03/05/1985 - 11/28/1988
MML INVESTORS SERVICES, INC.
NA
08/13/1980 - 12/17/1984
NEL EQUITY SERVICES CORPORATION
IA
Issued 07/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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