Sandi Morrison has been helping clients manage and invest their wealth for more than 25 years. She began her career in rural Maine and attended the University of Maine at Augusta. Like many of her clients, she made her way to South Carolina later in life. An avid golfer, Sandi specializes in counseling clients on investing after life-changing events, including retirement, birth of children and grandchildren, and loss of a loved one. Sandi borrows from her own experience, and her clients appreciate her honesty, her practical insights and her compassion. Sandi has her FINRA Series 7 and Series 63 securities registrations held with LPL Financial, as well as her SC Life and Health Insurance license.
FINRA Series 7 and Series 63 securities registrations held with LPL Financial
SC Life and Health Insurance license.
University of Maine
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank, N.A. and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.