Unclaimed
John Merritt is a financial advisor with Fidelity Brokerage Services LLC, where he has been registered since February 2014. John has over 12 years of experience in the industry and has a strong understanding of the financial markets. John has passed the Series 63, Series 7, and SIE exams. John is registered to provide investment advice in 53 states.
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.
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.
1
2
KY
02/07/2014 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 02/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Merritt is the right advisor for you? Invested Better is here to help.