Unclaimed
Merriam Jeanne Rink is a financial advisor with over 30 years of experience in the industry. Merriam has been registered with Ausdal Financial Partners, Inc. since 2012. Prior to joining Ausdal Financial Partners, Inc. Merriam was employed by Woodbury Financial Services, Inc., The O.N. Equity Sales Company, and American Express Financial Advisors Inc. Merriam holds the following licenses: Series 6, Series 7, Series 22, Series 63, and Series 65. Merriam is also a Certified Financial Planner.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IA
06/15/2012 - Present
Ausdal Financial Partners, Inc. (BETTENDORF IA)
IA
12/15/2003 - 06/27/2012
WOODBURY FINANCIAL SERVICES, INC. (DAVENPORT IA)
OH
03/02/1995 - 12/19/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
08/05/1985 - 01/03/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 01/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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