Unclaimed
Merri E Nannarone is a financial professional with over 16 years of experience in the financial services industry. Merri currently works at Raymond James & Associates, Inc. in St. Petersburg, Florida. Merri has previously worked for Morgan Stanley in New York, NY, MetLife Securities Inc. in Springfield, MA, and Metropolitan Life Insurance Company in New York, NY. Merri is licensed to sell securities in the state of Florida and is a registered representative with FINRA.
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.
Please see note in schedule d - miscellaneous
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
FL
03/05/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/07/2018 - 02/24/2020
MORGAN STANLEY (NEW YORK NY)
MA
10/06/2003 - 03/03/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/06/2003 - 03/03/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 99 - Operations Professional Examination
BC
Issued 10/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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