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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frankie? Claim Your ProfileFrankie Victor Merritt is an investment advisor representative at Beacon Capital Management, LLC in FRANKLIN, TN. Frankie Merritt has been in the industry for over 10 years, and holds Series 65, Series 66, and Series 7 securities licenses. Frankie Merritt is also registered with the state of Tennessee as an investment advisor. Frankie Merritt has previously worked at KALOS CAPITAL, INC., MADISON AVENUE SECURITIES, INC., SIGNATOR INVESTORS, INC., and METLIFE SECURITIES INC. Frankie Merritt specializes in providing financial planning and portfolio management services for individuals and businesses. Frankie Merritt also offers educational seminars and insurance sales 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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TN
10/07/2016 - Present
Beacon Capital Management, LLC (FRANKLIN TN)
TN
09/27/2013 - 11/20/2017
KALOS CAPITAL, INC. (FRANKLIN TN)
TN
06/04/2013 - 09/27/2013
MADISON AVENUE SECURITIES, INC. (FRANKLIN TN)
IN
08/16/2010 - 08/12/2011
SIGNATOR INVESTORS, INC. (MISHAWAKA IN)
IN
10/03/2007 - 07/21/2010
METLIFE SECURITIES INC. (MERRILLVILLE IN)
IA
Issued 10/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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