Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Coe Merritt is an investment advisor representative with LPL Financial LLC in Enola, Pennsylvania. Christian has been in the financial industry since December 2005 and is registered with the state of Pennsylvania. Christian has earned Series 6, 7, 63 and 65 licenses as well as the SIE exam. Before joining LPL Financial LLC, Christian has worked with other firms including CETERA INVESTMENT SERVICES LLC, BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., PNC INVESTMENTS and PNC FINANCIAL SERVICES GROUP.
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.
1
2
PA
12/01/2023 - Present
LPL Financial LLC (ENOLA PA)
PA
10/26/2018 - 08/24/2023
CETERA INVESTMENT SERVICES LLC (HARRISBURG PA)
PA
01/02/2018 - 10/09/2018
BB&T SECURITIES, LLC (WEST CHESTER PA)
PA
03/29/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WEST CHESTER PA)
PA
10/18/2005 - 12/17/2015
PNC INVESTMENTS (MEDIA PA)
PA
01/12/2005 - 06/29/2005
PNC INVESTMENTS (PITTSBURGH PA)
IA
Issued 10/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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