Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ben? Claim Your ProfileBen Merchant is a financial advisor with over 17 years of experience in the financial services industry. Ben is registered with Valic Financial Advisors, Inc. and holds Series 7, Series 63, and Series 65 licenses. Ben is also a Registered Representative and Investment Advisor Representative. Ben has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, GA. Ben currently serves clients in Macon, GA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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GA
03/16/2012 - Present
Valic Financial Advisors, Inc. (MACON GA)
GA
11/11/2008 - 06/23/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
BC
Issued 12/08/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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