RM
CFP · ChFC
RM
CFP · ChFC
Robert Morrow is a CFP, ChFC-designated registered investment advisor, based in Mt Pleasant, SC, with 34 years of industry experience.
Location
260 West Coleman Blvd, St C, Mt Pleasant, SC, 29464
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed insurance through Shoemaker Financial, dedicating a few hours per week. He also owns a real estate rental business, HITS BIH, LLC, spending minimal time on it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
December 2015 - August 2023 · 7 yrs 8 mos
Securian Financial Services, INC.
December 2015 - August 2023 · 7 yrs 8 mos
Metlife Securities INC.
January 2015 - November 2015 · 10 mos
Metlife Securities INC.Broker
January 2015 - November 2015 · 10 mos
New England Securities Corporation
February 2008 - January 2015 · 6 yrs 11 mos
New England SecuritiesBroker
February 2008 - January 2015 · 6 yrs 11 mos
Jefferson Pilot Securities CORP
May 2000 - February 2008 · 7 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - February 2008 · 10 yrs 4 mos
Jefferson-Pilot Investor Services, INC.Broker
October 1991 - October 1997 · 6 yrs
State Registrations10 states
COFLGAMDMENCSCTXUTVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.