Unclaimed
Merrick Jordine is an investment professional based in Delray Beach, Florida. Merrick has been working in the industry since 2016 and is currently registered with PFS Investments Inc. Merrick holds Series 6 and SIE licenses and is registered to offer securities in Florida. Merrick previously held a position at PFS INVESTMENTS INC. from January 2016 until January 2018.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/13/2018 - Present
PFS Investments Inc. (DELRAY BEACH FL)
FL
01/25/2016 - 01/30/2018
PFS INVESTMENTS INC. (DELRAY BEACH FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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