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 Stratos Wealth Advisors LLC. Brian is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Brian has a strong background in helping individuals and families reach their financial goals. Brian has held previous roles at Ameriprise Financial Services, Inc., Northwestern Mutual Investment Services, LLC, and Fifth Third Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
05/03/2022 - Present
Stratos Wealth Advisors LLC (Cincinnati OH)
OH
01/31/2020 - 05/07/2021
FIFTH THIRD SECURITIES, INC. (Cincinnati OH)
OH
10/14/2015 - 02/06/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
05/11/2015 - 09/23/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
OH
04/11/2012 - 03/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
MA
05/08/2002 - 02/27/2012
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/30/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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