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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merri? Claim Your ProfileMerri E Toulas is a financial advisor who has been in the industry since 1994. Merri E Toulas is currently registered with Morgan Stanley. Merri E Toulas has also worked at SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc. and Signet Financial Services,INC.. Merri E Toulas holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Merri E Toulas is registered in 40 states and has a total of 44 active registrations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/15/2020 - Present
Morgan Stanley (Hunt Valley MD)
MD
12/12/2014 - 04/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (TIMONIUM MD)
MD
10/01/2000 - 12/18/2014
WELLS FARGO ADVISORS, LLC (HUNT VALLEY MD)
NC
01/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
05/31/1994 - 01/01/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BOTH
Issued 09/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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