Unclaimed
Merrill Snowden is a financial advisor with Benjamin F. Edwards & Company, Inc. Merrill has been in the industry since June 1997 and is registered with the state of Texas. Previously, Merrill was affiliated with Wells Fargo Clearing Services, LLC, where Merrill was registered with the state of Texas as well. Merrill holds Series 3, 7, 9, 10, 63, and SIE licenses. Merrill specializes in investment advisory services including financial planning, pension consulting, and educational seminars. Merrill also provides portfolio management for individuals and businesses.
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.
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
MO
11/05/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
TX
01/01/2008 - 11/05/2018
WELLS FARGO CLEARING SERVICES, LLC (TEMPLE TX)
TX
06/11/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TEMPLE TX)
BC
Issued 06/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1998
Series 3 - National Commodity Futures Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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