Morris Ellis, financial advisor Cincinnati OH
93 score

Morris Ellis

CRD Number: 1219250
Current Firm: Msi Financial Services, Inc.

Morris Ellis (CRD# 1219250) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Cincinnati, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Cincinnati, OH Sep 2015 - Current 1
Ubs Financial Services Inc. Cincinnati, OH Feb 2007 - Sep 2015 8
Mcdonald Investments Inc. Cincinnati, OH Oct 1991 - Sep 2015 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Morris J. Ellis
Phone Number: 800-638-8378
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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