Unclaimed
Alfred Merritt is a financial professional with over two years of experience in the industry. Alfred is currently registered with Performance Trust Capital Partners, LLC and is licensed to provide investment advice in 20 states. Alfred has a broad range of experience, and has passed the Series 7TO, Series 99TO and Series 63 exams.
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.
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.
1
2
TN
06/26/2021 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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