Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Merriman is a financial advisor with Edward Jones. Isaiah has been in the financial services industry since December 2010. Isaiah has a broad range of experience, including previous roles at CHARLES SCHWAB & CO., INC. and Bloomington Heating & Cooling. Isaiah has a current Series 66 registration and previously held Series 63, 7, 9, and 10. Isaiah is registered in Indiana and Texas for both broker-dealer and investment advisor activities. Isaiah holds 10 licenses, including FINRA Series 7, 63, 66, 9, 10, and SIE. Isaiah specializes in providing financial advice to individuals, businesses, high-net-worth clients, and retirement plans. Isaiah is based in Bloomington, Indiana and offers services in financial planning, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
03/25/2024 - Present
Edward Jones (BLOOMINGTON IN)
IN
12/06/2010 - 06/21/2018
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 01/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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