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Jeffrey Todd Merkel

Vanguard Marketing Corp.

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About Jeffrey Todd Merkel

Jeffrey Todd Merkel has been in the securities industry since June 16, 1997. Jeffrey is currently registered with Vanguard Marketing Corp. as a broker and investment advisor representative. Previously, Jeffrey was registered with Interlink Securities Corp.. Jeffrey holds a Series 6, 7, 24, 53, 57 and SIE license. Jeffrey is registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

Firm Information

Jeffrey Merkel is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Merkel’s Registration & Firm History

AZ

08/06/1998 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

CA

06/17/1997 - 08/25/1998

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

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Licenses & Designations

BC

Issued 07/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/21/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2016

Series 57 - Securities Trader Exam

BC

Issued 06/28/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Todd Merkel.
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