Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Merritt is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Carl has been in the financial services industry for over 10 years and has a broad range of experience in providing investment advice to individuals, families, and businesses. Previously, Carl worked for JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and First Clearing, LLC. Carl holds the Series 7, 63, 66, and SIE licenses. Carl is currently licensed to provide investment advice in Florida, Georgia, North Carolina, and South Carolina. Carl is committed to providing his clients with personalized financial planning and investment advice.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
GA
08/02/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ATLANTA GA)
GA
02/16/2023 - 07/20/2024
J.P. MORGAN SECURITIES LLC (Atlanta GA)
MO
11/13/2013 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
01/13/2014 - 04/15/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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