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Gail Rachel Merken

Fidelity Brokerage Services LLC

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About Gail Rachel Merken

Gail Merken is a financial professional with over 14 years of experience in the industry. Gail is currently registered with Fidelity Brokerage Services LLC. Gail has previously held positions at Fidelity Distributors Corporation, Fidelity Investments Institutional Services Company, Inc., and National Financial Services LLC. Gail holds Series 6, Series 26, Series 14 and SIE licenses.

Firm Information

Gail Merken is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gail Merken’s Registration & Firm History

MA

02/17/2015 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

RI

03/22/2011 - 01/16/2015

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

RI

10/17/2008 - 01/15/2015

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

RI

10/02/2009 - 01/14/2010

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 01/14/2022

Series 14 - Compliance Officer Examination

BC

Issued 11/21/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gail Rachel Merken.
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