Best Investors Account Sign in

Victoria Morris

Morgan Stanley

Birmingham, AL

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-09-18
TX RA APPROVED 2025-09-18
  • AL RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-18

Branch Locations

740 Shades Creek Parkway, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Fort Worth TX 10/2014 09/2023
Charles Schwab & Co., Inc. Hoover AL 09/2023 05/2025
Morgan Stanley Birmingham AL 06/2025 Present
  • 10/2014 → 09/2023
    Td Ameritrade
    Fort Worth, TX
  • 09/2023 → 05/2025
    Charles Schwab & Co., Inc.
    Hoover, AL
  • 06/2025 → Present
    Morgan Stanley
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
S63 Uniform Securities Agent State Law Examination 2014-12-03
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18
  • S63 Uniform Securities Agent State Law Examination
    2014-12-03
Other Names
  • Victoria Lee
  • Victoria Lee
  • Victoria Morgan Lee
  • Victoria Morris
  • Victoria Lee Morris

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor