Unclaimed
Merlin Santjer has been in the financial services industry since October 1982. Currently, Merlin is associated with Cetera Advisor Networks LLC. Previously, Merlin worked at VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. Merlin has a Series 63 license, a Series 6 license and a SIE license. Merlin is registered in Arizona, Florida, Illinois, Iowa, Minnesota, North Dakota, South Dakota, Tennessee and Wisconsin.
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.
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.
1
2
IA
06/09/2021 - Present
Cetera Advisor Networks LLC (DUBUQUE IA)
IA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DUBUQUE IA)
IA
10/27/1982 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 09/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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