Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melina? Claim Your ProfileMelina Felicia Merrill is a financial advisor at Osaic FA, Inc. Melina is licensed to sell securities in Ohio. Melina has been working in the financial services industry since September 12, 1999.
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.
Retirement plan consulting services provided on a limited basis.
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
OH
05/23/2018 - Present
Osaic FA, Inc. (ORANGE VILLAGE OH)
OH
04/03/2017 - 01/12/2018
J.P. MORGAN SECURITIES LLC (CHAGRIN FALLS OH)
OH
01/31/2017 - 03/23/2017
INVERNESS SECURITIES, LLC (CLEVELAND OH)
OH
02/29/2016 - 12/31/2016
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
09/03/2013 - 07/08/2015
CETERA ADVISOR NETWORKS LLC (CLEVELAND OH)
OH
07/23/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
05/03/2010 - 06/13/2013
KEY INVESTMENT SERVICES LLC (CHAGRIN FALLS OH)
OH
04/30/2007 - 04/19/2010
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
06/14/2006 - 05/01/2007
NATIONAL PLANNING CORPORATION (SOUTH EUCLID OH)
OH
09/07/2005 - 04/20/2006
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
IN
04/16/1998 - 09/02/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/16/1998 - 09/02/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melina Merrill is the right advisor for you? Invested Better is here to help.
