Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merlyn? Claim Your ProfileMerlyn Anita Edwinezepue is a financial professional with over 30 years of experience in the industry. Currently, Merlyn is a registered representative with UBS Financial Services Inc. in Nashville, Tennessee. Merlyn has held previous positions with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Dean Witter Reynolds Inc. and Smith Barney Inc. Merlyn holds a variety of licenses and certifications including Series 7, Series 10, Series 9, Series 63 and the SIE exam. Merlyn has a broad range of expertise and specializes in retirement planning, college savings, investments and 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.
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.
See schedule d - miscellaneous
1
2
TN
07/18/2007 - Present
UBS Financial Services Inc. (NASHVILLE TN)
NJ
02/21/2006 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
MD
10/30/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/04/1996 - 10/27/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/13/1994 - 10/04/1996
SMITH BARNEY INC. (NEW YORK NY)
NJ
02/23/1988 - 11/03/1992
JOHN HOWARD DISCOUNT BROKERAGE, INC. (LIVINGSTON NJ)
BC
Issued 09/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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