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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meris? Claim Your ProfileMeris Collier is a financial advisor with Axxcess Wealth Management, LLC. Meris is a Certified Financial Planner™ and has been in the financial services industry since 2006. Meris has experience providing financial advice to individuals, families, businesses, and retirement plans. Meris specializes in financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/11/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
WA
09/09/2021 - 08/30/2023
ARETE WEALTH MANAGEMENT, LLC (Seattle WA)
NY
06/02/2021 - 09/08/2021
TESSERA CAPITAL PARTNERS, LLC (NEW YORK NY)
WA
11/06/2020 - 04/29/2021
SECURITIES AMERICA, INC. (Seattle WA)
WA
08/15/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Seattle WA)
WA
02/24/2009 - 08/15/2016
VSR FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
08/21/2006 - 02/27/2009
SAGEPOINT FINANCIAL, INC. (SEATTLE WA)
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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