Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert John Merz is a financial advisor at Edward Jones, a firm with over 19,000 licensed agents and $825 billion in assets under management. Albert is registered with FINRA and the state of New Jersey as an investment advisor representative. He has been in the financial services industry since 1995 and has experience working with individuals, families, and businesses. He has a wide range of experience including financial planning, retirement planning, college savings, and estate planning. He is committed to providing his clients with personalized financial advice that meets their individual needs and goals. Albert is also a member of the Edward Jones Financial Advisor team, which is dedicated to providing clients with a high level of service and support.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
02/08/2007 - Present
Edward Jones (MONMOUTH JUNCTION NJ)
NY
06/01/1995 - 06/28/2000
TD SECURITIES (USA) INC. (NEW YORK NY)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Albert Merz is the right advisor for you? Invested Better is here to help.
