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BRANDON LEE MORRIS
BRANDON L MORRIS
CRD#: 5553410
IA
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KESTRA ADVISORY SERVICES, LLCCRD#: 283330 1111 W Long Lake Rd Ste 300
Troy, MI 48098
Troy, MI 48098
KESTRA INVESTMENT SERVICES, LLCCRD#: 42046 1111 W Long Lake Rd Suite 300
Troy, MI 48098
Troy, MI 48098
0
Disclosures
14
Years of Experience
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State Registrations
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Arizona 2/21/2025
B
Michigan 5/5/2022
B
California 4/29/2024
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Michigan 5/5/2022
B
Colorado 5/5/2022
B
Ohio 5/5/2022
B
Florida 5/5/2022
B
South Carolina 6/8/2023
B
Georgia 5/5/2022
B
Tennessee 3/28/2023
B
Hawaii 5/5/2022
B
Virginia 5/5/2022
B
Illinois 5/5/2022
B
Wisconsin 5/5/2022
SRO Registrations
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View Exams Passed by the individual in the detailed report
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Registered with this firm since 5/5/2022
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Registered with this firm since 5/5/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/14/2018 - 05/31/2022 | TROY, MI | |
B | 02/14/2018 - 05/31/2022 | TROY, MI | |
IA | 07/25/2014 - 02/16/2018 | TROY, MI | |
B | 07/24/2014 - 02/14/2018 | TROY, MI | |
IA | 03/21/2013 - 07/24/2014 | TROY, MI | |
B | 02/20/2013 - 07/24/2014 | TROY, MI | |
B | 03/28/2011 - 02/20/2013 | MT. CLEMENS, MI | |
B | 07/02/2008 - 06/10/2009 | DENVER, CO |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.