Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Merchant is a financial advisor with over 10 years of experience in the industry. James holds a Series 6, Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT™. James is currently registered with Koss-Olinger Consulting, LLC in Gainesville, Florida. James has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nationwide Investment Services Corporation. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, corporations, and charitable organizations. James has a strong commitment to providing personalized and comprehensive financial advice to help 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.
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.
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2
FL
06/22/2023 - Present
Koss-Olinger Consulting, LLC (GAINESVILLE FL)
FL
12/01/2022 - 01/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE FL)
OH
07/26/2013 - 08/26/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 10/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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