Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Alan Merritt is a financial advisor who has been in the industry since 2003. He is currently registered with Raymond James Financial Services Advisors, Inc. in Georgia and Texas. Glen has experience working with a variety of clients including individuals, businesses, pension and profit-sharing plans, and insurance companies. Glen is a Certified Financial Planner® professional. He has a deep understanding of financial planning, investment management, and retirement planning. He is dedicated to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
06/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (CATERSVILLE GA)
GA
02/21/2006 - 03/29/2011
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
09/10/2004 - 02/23/2006
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 10/14/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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