Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merle? Claim Your ProfileMerle Edgar rokoff Divita is an active financial advisor with over 40 years of experience in the industry. Merle is currently registered with LPL Financial LLC and has also previously worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Merle offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Merle is licensed in multiple states and holds several industry certifications, including the Series 7, 63, 65, and 24 exams.
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.
Consulting and other non-discretionary advisory services
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
CA
09/10/2009 - Present
LPL Financial LLC (VENTURA CA)
CA
06/01/2009 - 09/21/2009
MORGAN STANLEY SMITH BARNEY (VENTURA CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VENTURA CA)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/23/1980 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Merle Divita is the right advisor for you? Invested Better is here to help.
