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Ana E. Morris

NATIONWIDE INVESTMENT SERVICES
COLUMBUS, OH 43215
CRD#: 3174370
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AM
Ana E MorrisNATIONWIDE INVESTMENT SERVICES

Professional summary

Ana E Morris, who also goes by Ana Elvira Morris, Ani Morris, Ana E Palacios, Ana Elvira VIctoriano, Ani Victoriano, is a registered financial professional currently at NATIONWIDE INVESTMENT SERVICES CORPORATION located in Columbus, Ohio.

Ana is registered as a RR (Registered Representative) and started their career in finance in 1999. Ana has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ana Elvira Morris | Ani Morris | Ana E Palacios | Ana Elvira Victoriano | Ani Victoriano

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Ana E Morris's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 29, 2026 - Present

NATIONWIDE INVESTMENT SERVICES CORPORATION

Office #1: One Nationwide Plaza, Columbus, OH 43215
BD
CRD#: 7110
COLUMBUS, OH
Past

November 11, 2021 - August 29, 2025

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

May 15, 2013 - October 21, 2021

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Miami, FL
Past

March 26, 2013 - October 21, 2021

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Lincoln, NE
Past

July 26, 2007 - March 6, 2013

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CORAL GABLES, FL
Past

February 8, 1999 - March 6, 2013

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CORAL GABLES, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/6/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/4/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 6/22/2007
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/18/2006
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NI
NATIONWIDE INVESTMENT SERVICES CORPORATION
NATIONWIDE INVESTMENT ADVISORS, LLC | PEBSCO SECURITIES CORP. | NATIONWIDE RETIREMENT INSTITUTE, A DIVISION OF NISC | NATIONWIDE INVESTMENT SVCS. CORPORATION | NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110 / SEC#: , 8-20254

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
One Nationwide Plaza 1-33-401, Columbus, OH 43215
Mailing Address
One Nationwide Plaza 1-33-401, Columbus, OH 43215
Phone number
+1 (800) 882-2822
Established
Oklahoma since 03/19/1974
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
NATIONWIDE LIFE INSURANCE COMPANYSHAREHOLDER
DELEGET, JERROLD BRIANCHIEF COMPLIANCE OFFICER4364224
JESTICE, KEVIN THOMASBOARD DIRECTOR5363377
KOTECHA, KUSH VIJAYBOARD DIRECTOR8178085
PEREZ, JUAN JOSE QUEVERPRESIDENT/BOARD DIRECTOR6387381
ROSWELL, EWAN THEODOREAVP, FINANCE CONTROLLERSHIP-NF AND FINOP3056545

Disclosures

Regulatory Event4
Arbitration1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110Columbus, OH 43215

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