Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandy? Claim Your ProfileBrandy Shera Merriam is a financial professional with over 20 years of experience in the financial services industry. Brandy has held various positions at several reputable firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dean Witter Reynolds Inc., and Ameriprise Financial Services, LLC. Brandy currently works at LPL Financial LLC. Brandy provides financial planning services to individuals, families, and businesses. Brandy is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CO
09/11/2024 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
03/19/2010 - 03/16/2021
AMERIPRISE FINANCIAL SERVICES, LLC (DENVER CO)
CO
10/02/2007 - 04/27/2010
PRESIDENTIAL BROKERAGE, INC. (COLORADO SPRINGS CO)
CO
06/30/2006 - 05/15/2007
FIXED INCOME SECURITIES, LP (MONUMENT CO)
NE
09/11/2003 - 11/16/2005
QA3 FINANCIAL CORP. (OMAHA NE)
NY
10/27/2000 - 04/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/02/1998 - 10/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
05/05/1998 - 08/24/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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