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AM

Aimee Morrison

WORLD CHOICE SECURITIES

COLUMBUS, OH 43235

Some features on this profile are disabled

CRD#: 5626313

Professional summary

Aimee Morrison, who also goes by Aimee Mcalexander, is a registered financial professional currently at WORLD CHOICE SECURITIES, INC. located in Columbus, Ohio.

Aimee is registered as a RR (Registered Representative) and started their career in finance in 2008. Aimee has worked at 14 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.

Aliases

Aimee Mcalexander

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 Aimee Morrison's CRS (Customer Relationship Summary).

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

August 3, 2026 - Present

WORLD CHOICE SECURITIES, INC.

Office #1: 7650 Rivers Edge Drive Suite 260, Columbus, OH 43235

RIA

BD

CRD#: 30933

COLUMBUS, OH

Past

February 11, 2025 - October 2, 2025

LPL FINANCIAL LLC

BD

CRD#: 6413

FORT MILL, SC

Past

December 2, 2022 - November 11, 2024

MORGAN STANLEY

BD

CRD#: 149777

Columbus, OH

Past

September 19, 2022 - October 31, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

BD

CRD#: 39262

PASADENA, CA

Past

September 19, 2022 - October 31, 2022

SORRENTO PACIFIC FINANCIAL, LLC

BD

CRD#: 127787

SAN DIEGO, CA

Past

September 19, 2022 - October 31, 2022

SCF SECURITIES, INC.

BD

CRD#: 47275

SAN DIEGO, CA

Past

September 19, 2022 - October 31, 2022

NEXT FINANCIAL GROUP, INC.

BD

CRD#: 46214

HOUSTON, TX

Past

September 19, 2022 - October 31, 2022

CADARET, GRANT & CO., INC.

BD

CRD#: 10641

SYRACUSE, NY

Past

March 8, 2022 - October 31, 2022

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

Newark, OH

Past

March 7, 2022 - October 31, 2022

CUSO FINANCIAL SERVICES, L.P.

BD

CRD#: 42132

SAN DIEGO, CA

Past

August 26, 2021 - March 9, 2022

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CINCINNATI, OH

Past

August 25, 2021 - March 9, 2022

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD

CRD#: 16164

CINCINNATI, OH

Past

July 25, 2019 - October 21, 2020

VALMARK SECURITIES, INC.

BD

CRD#: 31243

NEWARK, OH

Past

October 1, 2012 - August 15, 2017

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

COLUMBUS, OH

Past

October 1, 2012 - August 15, 2017

J.P. MORGAN SECURITIES LLC

BD

CRD#: 79

COLUMBUS, OH

Past

March 20, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

COLUMBUS, OH

Past

February 14, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD

CRD#: 25574

COLUMBUS, OH

Past

December 25, 2008 - February 6, 2012

SIGNATOR INVESTORS, INC.

BD

CRD#: 468

COLUMBUS, OH

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
(8/13/2026)

RR

Ohio
(8/3/2026)

RR

Tennessee
(8/13/2026)

RR

Texas
(8/11/2026)

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 3/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

RR

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 8/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 6/10/2010

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 12/24/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

RR

Series 4

Date: 12/11/2015

Registered Options Principal Examination

Principal/Supervisory Exam

RR

Series 53

Date: 1/28/2012

Municipal Securities Principal Examination

Principal/Supervisory Exam

RR

Series 24

Date: 9/18/2010

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

WC

WORLD CHOICE SECURITIES, INC.

PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.

CRD#: 30933 / SEC#: , 8-45235

Florida

Registered Investment Advisory firm - SEC (6/22/2005 Approved)

Ohio

Registered Investment Advisory firm - SEC (4/10/2018 Approved)

Texas

Registered Investment Advisory firm - SEC (1/1/1993 Approved)

BD

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

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Contact information

Main Address

7650 Rivers Edge Drive Suite 260, Columbus, OH 43235

Mailing Address

7650 Rivers Edge Drive Suite 260, Columbus, OH 43235

Phone number

(614) 436-0231

Established

Texas since 09/10/1992

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

3

FINRA licenses (23 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
WCS FINANCIAL GROUP, INC.	HOLDING COMPANY
CARGIN, ROBERT KENNETH	CHIEF COMPLIANCE OFFICER	1825995
CARGIN, ROBERT KENNETH	PRESIDENT/SECRETARY/TREASURER/FINOP	1825995

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 24,955,000

Disclosures

Regulatory Event

2

Red Flags

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

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WORLD CHOICE SECURITIES, INC.

CRD#: 30933Columbus, OH 43235

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