Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Eugene Merrick is a financial advisor with over 30 years of experience in the industry. Daryl is currently registered with Ameriprise Financial Services, LLC and holds licenses in several states. Daryl has worked with a variety of clients, including individuals, families, businesses, and institutions. Previous employers include Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Foster & Marshall Inc., and Professional Securities Corporation of Washington. Daryl is committed to providing personalized financial advice and guidance to help 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
WA
07/05/2014 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
03/13/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BELLEVUE WA)
WA
07/31/1993 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
NY
07/01/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1982 - 07/07/1986
FOSTER & MARSHALL INC.
NA
02/02/1982 - 03/10/1982
PROFESSIONAL SECURITIES CORPORATION OF WASHINGTON
IA
Issued 11/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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