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 services industry since 2004. Merissa is registered in Arizona, California, Colorado, Idaho, Minnesota, and Texas. Merissa is also a registered investment advisor. In addition to her role at Raymond James Financial Services Advisors, Inc., Merissa is also an associate at Desert Financial Credit Union and Desert Financial Wealth Management.
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 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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