Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Merrill is an experienced financial professional with a career spanning over 50 years in the industry. George has a diverse range of experience having worked at a variety of firms including Thomson McKinnon Securities Inc., Prudential Securities Incorporated, First Union Capital Markets Corp., Wells Fargo Advisors, LLC, and Ameriprise Financial Services, LLC. George is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. George offers financial planning and portfolio management services for individuals, businesses, and corporations. George also has the distinction of holding several securities licenses including Series 1, 5, 7TO, 8, 9, 10, 15, 63, and 65. George is committed to providing exceptional service to clients.
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.
Consulting and other non-discretionary advisory services
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
NJ
03/18/2022 - Present
LPL Financial LLC (HOLMDEL NJ)
NJ
04/25/2014 - 03/21/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Red Bank NJ)
NJ
10/01/1999 - 04/28/2014
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NC
09/03/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
09/15/1989 - 08/31/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/27/1969 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 12/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 03/31/1982
Series 5 - Interest Rate Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 08/25/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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