Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Merriman is a financial advisor with The Strategic Financial Alliance, Inc., located in Atlanta, Georgia. Jean has been in the industry since 1998, holding licenses in Georgia, and previously in several other states. Jean is committed to providing a range of services, including financial planning, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and market research to support financial decision-making.
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.
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.
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2
GA
07/28/2017 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
GA
03/20/2019 - 09/21/2022
TIMBREL CAPITAL, LLC (Atlanta GA)
MO
10/03/2016 - 11/03/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
CA
02/03/2015 - 09/10/2015
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
02/03/2015 - 09/10/2015
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
02/03/2015 - 09/10/2015
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
02/03/2015 - 09/10/2015
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MA
02/03/2015 - 09/10/2015
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
02/03/2015 - 09/10/2015
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
02/03/2015 - 09/10/2015
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
05/30/2008 - 09/02/2015
FIRST ALLIED SECURITIES, INC. (CHESTERFIELD MO)
MO
04/21/2005 - 05/30/2008
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
11/11/2004 - 04/15/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MO
09/20/2002 - 11/03/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
MD
02/14/2001 - 05/03/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
MN
03/29/1999 - 03/13/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NA
04/29/1997 - 09/02/1998
INSIGHT SECURITIES & TRADING, INC.
TX
05/21/1996 - 05/08/1997
BLOCK TRADING INC. (HOUSTON TX)
CA
11/03/1995 - 04/30/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
09/13/1994 - 01/29/1996
SWBC INVESTMENT COMPANY
IA
Issued 12/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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