Unclaimed
Arthur Merriman is an investment advisor representative with Carnegie Investment Counsel. Arthur has been with Carnegie Investment Counsel since July 2014. Arthur has a long history of experience in the financial industry, having worked for several other firms before joining Carnegie Investment Counsel. Arthur has been registered as an investment advisor representative in the state of Ohio since January 2, 2015.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
01/02/2015 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
OH
03/21/2003 - 09/24/2010
CENTURY SECURITIES ASSOCIATES, INC. (CLEVELAND OH)
MO
11/11/1994 - 03/24/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
02/02/1990 - 11/28/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/24/1982 - 02/15/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 11/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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