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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Merritt is a financial advisor with Raymond James Financial Services Advisors, Inc. Joel Merritt is a CERTIFIED FINANCIAL PLANNER™ professional. Joel Merritt provides financial advice and services to individuals and families. Joel Merritt has been in the financial services industry since 2014. Joel Merritt is registered with FINRA and the SEC, and is licensed to sell securities in multiple states. Joel Merritt specializes in providing financial planning, investment management, and retirement planning services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
05/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (Pewankee WI)
WI
01/28/2016 - 12/27/2016
THRIVENT INVESTMENT MANAGEMENT INC. (MUSKEGO WI)
WI
09/03/2014 - 01/27/2016
AMERIPRISE FINANCIAL SERVICES, INC. (UNION GROVE WI)
BOTH
Issued 10/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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