Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Merrick is a financial advisor with Voya Financial Advisors, Inc. located in Windsor, CT. Brian has over 10 years of experience in the financial services industry, and is registered with the state of Massachusetts. Brian has passed Series 63, Series 6, Series 26 and SIE exams. Brian has worked with clients ranging from individuals to corporations and charitable organizations. Brian is dedicated to providing personalized financial advice and 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.
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.
1
2
CT
07/07/2016 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
MA
09/03/2012 - 07/07/2016
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
BC
Issued 07/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Merrick is the right advisor for you? Invested Better is here to help.
