Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Kathryn Merck is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm headquartered in St. Louis, Missouri. Betty has been in the industry since 1992. Betty offers financial planning services to individuals, corporations and businesses, and manages investments for pooled investment vehicles. Betty is registered with the Securities and Exchange Commission as an investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (GAINESVILLE GA)
GA
01/01/2008 - 02/04/2010
WELLS FARGO ADVISORS, LLC (GAINESVILLE GA)
GA
07/20/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GAINESVILLE GA)
BC
Issued 08/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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