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
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
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.