Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erold? Claim Your ProfileErold Merko is a financial advisor with Raymond James & Associates, Inc. in FARMINGTON HILLS, MI. Erold has been in the financial services industry since 2007, and has experience working with individuals, families, and businesses. Erold has a Series 7, Series 66 and Series 65 license. Erold offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Please see note in schedule d - miscellaneous
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
MI
09/20/2021 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
06/13/2012 - 08/24/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
MI
04/12/2010 - 10/04/2011
SENTINEL SECURITIES, INC. (CLARKSTON MI)
MI
01/01/2008 - 10/08/2008
WACHOVIA SECURITIES, LLC (TROY MI)
MI
10/05/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TROY MI)
IA
Issued 04/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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