Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merle? Claim Your ProfileMerle Dean Koon is a financial advisor with over 20 years of experience in the financial services industry. Merle has a strong background in providing financial planning and investment advice to individuals and families. Merle currently works for Trustmont Advisory Group, Inc., a firm with a strong reputation for providing personalized financial services. Merle is a Certified Financial Planner and holds the Series 7, Series 63 and Series 66 securities licenses. In addition to providing investment advice, Merle is also a licensed insurance agent and has experience in real estate and business consulting. Merle's primary focus is on helping clients achieve their financial goals, including retirement planning, college savings, and estate planning. Merle has a commitment to building strong client relationships and providing individualized financial advice.
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.
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.
1
2
PA
05/14/2009 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
02/19/2007 - 04/13/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SEWICKLEY PA)
NA
01/12/1989 - 06/05/1990
ALLEGHENY INVESTMENTS, LTD.
NA
04/07/1989 - 12/18/1989
MANEQUITY, INC.
NA
01/25/1982 - 01/29/1987
FINANCIAL PLANNERS EQUITY CORPORATION
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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