Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eli? Claim Your ProfileEli Merriman is a registered representative with Charles Schwab & CO., Inc. Eli has been in the financial services industry for over 14 years and is licensed to provide investment advice in Texas. Eli's previous experience includes positions with TD Ameritrade, Inc., Scottrade, Inc. and OptionsXpress, Inc. Eli holds the Series 3, 4, 7, 9, 10, 34, 63 and 66 licenses. Eli is also a Series 34 retail off-exchange forex licensee. Eli is a registered representative of Charles Schwab & CO., Inc. and an investment advisor representative of Charles Schwab Investment Advisory, Inc. Eli provides investment advice to individuals and institutions in the El Paso, Texas area. Eli is a financial advisor specializing in financial planning and selection of other advisors. Eli also offers a wrap fee program and a referral program for financial planning. Eli owns a computer and junk selling business which operates 20-40 hours per month.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
02/13/2020 - Present
Charles Schwab & CO., Inc. (El Paso TX)
TX
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (ELPASO TX)
TX
02/07/2014 - 02/26/2018
SCOTTRADE, INC. (ELPASO TX)
TX
11/12/2008 - 01/29/2014
OPTIONSXPRESS, INC. (EL PASO TX)
TX
09/01/2011 - 01/28/2014
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2022
Series 4 - Registered Options Principal Examination
BC
Issued 02/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/07/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Eli Merriman is the right advisor for you? Invested Better is here to help.
