Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merrill? Claim Your ProfileMerrill Crockett is a financial professional with over 30 years of experience in the financial services industry. Merrill has worked for several firms throughout their career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and VALIC Financial Advisors, Inc. Merrill is currently registered with Missionsquare Investment Services. They hold the Series 7, Series 63, and Series 65 licenses. Merrill is registered in New York.
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.
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.
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2
DC
09/17/2014 - Present
Missionsquare Investment Services (WASHINGTON DC)
NJ
12/04/2013 - 01/16/2014
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NJ
03/11/2013 - 10/28/2013
LPL FINANCIAL LLC (HACKENSACK NJ)
NJ
07/30/2010 - 03/02/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (FLORHAM PARK NJ)
NJ
01/09/2007 - 02/17/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FAIR LAWN NJ)
NY
12/08/2004 - 01/08/2007
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
04/12/2004 - 05/25/2004
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CA
05/01/2002 - 02/12/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
05/10/2001 - 05/16/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
04/22/2002 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
08/25/1995 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/31/1994 - 08/09/1995
NOYES PARTNERS INCORPORATED (NEW YORK NY)
NA
03/18/1992 - 09/07/1994
KURZ-LIEBOW & COMPANY, INC.
NH
08/17/1989 - 12/31/1991
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
04/14/1988 - 05/17/1989
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
05/21/1985 - 05/09/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 09/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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