Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Merritt is a registered representative at Wedbush Securities Inc. Kevin has been in the securities industry for over 20 years. Kevin holds the Series 7, 24, 63, 86 and 87 licenses. Kevin has a breadth of experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Previously, Kevin was with U.S. Bancorp Piper Jaffray Inc.
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.
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.
1
2
NY
08/29/2020 - Present
Wedbush Securities Inc. (New York NY)
MN
03/07/2000 - 04/10/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/07/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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