Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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