Clarretta Shalee Morris

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → Present
  Td Ameritrade
  Omaha, NE
• 01/2019 → 06/2019
  Aerotek
  Omaha, NE
• 11/2018 → 01/2019
  Homemaker
  Omaha, NE
• 07/2018 → 10/2018
  Tmc Pharmacy
  Tahlequah, OK
• 03/2018 → 07/2018
  Don David Agency
  Muskogee, OK
• 05/2013 → 02/2018
  Tmc Pharmacy
  Tahlequah, OK
• 03/2020 → Present
  Securities America, Inc
  La Vista, NE
• 08/2021 → Present
  Securities America Advisors
  La Vista, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2021-08-25 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2021-08-04
• S63 Uniform Securities Agent State Law Examination
  2019-08-20

Other Names

• Clarretta Shalee Morris
• Clarretta Shalee Rhine