Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merrie? Claim Your ProfileMerrie Leighton is a Registered Representative and Investment Advisor Representative with Capital Analysts. Merrie has been in the financial services industry since 1982 and has extensive experience in various areas including fixed insurance/annuity sales, group insurance sales, and financial planning. Merrie holds several industry licenses and designations, including the Series 6, 7, 22, 63, and 66. Merrie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/04/2013 - Present
Capital Analysts (Braintree MA)
MA
09/20/1982 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (QUINCY MA)
MA
05/01/1997 - 07/08/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/22/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 01/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Merrie Leighton is the right advisor for you? Invested Better is here to help.
