Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Granger Merk is a financial advisor at Cambridge Investment Research Advisors, Inc. Graham has been in the financial services industry since 1977 and is registered with the state of Massachusetts as a Registered Investment Advisor. Graham has a strong background in providing financial planning and investment management services to individuals and businesses. He is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
03/13/2024 - Present
Cambridge Investment Research Advisors, Inc. (Holden MA)
MA
12/26/2018 - 03/07/2024
CETERA ADVISORS LLC (HOLDEN MA)
MA
09/01/2017 - 12/26/2018
QUESTAR CAPITAL CORPORATION (HOLDEN MA)
MA
02/01/2007 - 09/01/2017
SECURITIES AMERICA, INC. (JEFFERSON MA)
NJ
03/07/1996 - 01/31/2007
ROYAL ALLIANCE ASSOCIATES, INC. (RAMSEY NJ)
GA
09/07/1989 - 03/11/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
02/03/1988 - 07/25/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
03/17/1986 - 02/18/1988
STEIN ABBOTT AND COMPANY
NA
10/08/1985 - 03/21/1986
O. R. SECURITIES, INC.
NA
07/06/1983 - 10/08/1985
WZW FINANCIAL SERVICES, INC.
NA
06/17/1980 - 07/05/1983
CORNERSTONE FINANCIAL SERVICES, INC.
NA
01/26/1977 - 07/20/1980
FIRST INVESTORS CORPORATION
BC
Issued 01/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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