William S. Morris

William S. Morris [ChFEBC℠]

689 Rivendell Blvd
Osprey, FL 34229

Original Certification Date: 11/12/2009

ChFEBC℠ Number: O001191WM

Organization: SFG Federal

Broker Dealer: Cape Securities, Inc

Phone: 941-927-1050
Cell: 941-927-1050
Fax: 941-927-1070

Email: bill@sfgfederal.com

Website: www.sfgfederal.com

States Currently Licensed: AK, AL, AR, FL, GA, KS, MS, NC, NJ, OH, PA, TX, VA

State License Number #: D023249

CRD #: 1793507

Primary Insurance: Allianz Life, American General, American Equity, American National, AXA Equitable, Banner, Genworth, GILICO, Global Atlantic, Hartford, Jackson National, Lincoln National, MetLife, Mass Mutual, Mutual of Omaha, Nationwide, National Western Life, North American, One American, Pacific Life, Protective Life, Principal, Prudential, Transamerica, Voya

Primary Investment: Investment Advisor Representative of Cape Investment Advisory, Inc (Broker Dealer)

Services: We offer a wide range of sound financial products and services for both now and in retirement, in an easy-to-understand, no-hard,sell manner. Because we have relationships with a variety of financial services companies, it provides us to resources to offer you solutions that can help you achieve your own financial independence. Services include: income strategies, pension maximization, survivor benefits, Federal Employees’ Group Life Insurance (FEGLI) & Thrift Savings Plan (TSP) for both the Civil Service Retirement System (CSRS) & Federal Employee Retirement System (FERS) employees

Additional Information: Bill holds a Series 7, 63 and 65 financial licenses; life, health & variable annuity insurance license; Chartered Federal Employee Benefit Consultant℠ (ChFEBC℠). Specializing in financial retirement, estate and benefit planning for federal employee