Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merri? Claim Your ProfileMerri Carol Hall is a financial advisor with over 30 years of experience in the financial services industry. Merri has a strong track record of success in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Merri is a Certified Financial Planner™ and holds a Series 7, Series 6, Series 24, Series 26, and Series 63 licenses. Currently, Merri is a registered representative with Wells Fargo Clearing Services, LLC. Previously, Merri worked with LPL Financial LLC and M&T Securities, Inc. Merri has extensive experience in helping clients achieve their financial goals, including retirement planning, college savings, estate planning, and wealth management. Merri is committed to providing her clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NY
03/04/2024 - Present
Wells Fargo Clearing Services, LLC (ORCHARD PARK NY)
NY
06/09/2021 - 03/13/2024
LPL FINANCIAL LLC (CHEEKTOWAGA NY)
NY
01/21/2003 - 06/09/2021
M&T SECURITIES, INC. (Buffalo NY)
NY
04/17/1991 - 02/21/2003
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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