Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merissa? Claim Your ProfileMerissa Lynn Brinkerhoff is a financial advisor with Raymond James Financial Services Advisors, Inc. Merissa has been in the financial industry since 2004. She is licensed to provide investment advice in multiple states and has several professional designations. Merissa has experience with both individual and business clients. Merissa is a registered representative of Raymond James Financial Services Advisors, Inc. She provides financial planning, investment advice, and retirement planning services. She has a special interest in helping individuals and families achieve their financial goals. She is committed to providing her clients with personalized service and investment strategies that are tailored to their specific needs. Merissa is also a member of Desert Financial Wealth Management and Desert Financial Credit Union.
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
AZ
12/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Prescott AZ)
AZ
08/18/2015 - 12/17/2021
CENTER STREET SECURITIES, INC. (PRESCOTT AZ)
AZ
08/14/2014 - 08/19/2015
BBVA SECURITIES INC. (PRESCOTT AZ)
AZ
03/04/2004 - 06/28/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PRESCOTT AZ)
BC
Issued 5/6/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/2008
Series 7 - General Securities Representative Examination
BC
Issued 3/3/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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