Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Milton Morris is a financial advisor with over 25 years of experience in the industry. He currently works for Raymond James & Associates, Inc. where he is registered as a Registered Representative (RA) in Mississippi and Texas. Prior to joining Raymond James & Associates, Inc. William Milton Morris worked for MORGAN KEEGAN & COMPANY, INC. from 1994 to 2013. He is licensed to provide financial advice in numerous states including Alabama, Arizona, Arkansas, Florida, Georgia, Louisiana, Mississippi, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Washington. William Milton Morris is also the owner of MORRIS REALTY COMPANY LLC, a commercial real estate company, and devotes about one hour a month to this business.
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
MS
09/17/2019 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
11/07/1994 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
BOTH
Issued 08/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
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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