Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merrill? Claim Your ProfileMerrill Wayne Shemaria is an active financial advisor. Merrill is registered with LPL Financial LLC in Georgia and has been in the industry since January 26, 1978. Prior to joining LPL Financial LLC, Merrill was employed at UBS FINANCIAL SERVICES INC., J.C. BRADFORD & CO., LEHMAN BROTHERS INC., and STEVEN J ZIER & CO., INCORPORATED. Merrill has a strong history of passing professional exams, including Series 65, Series 63, Series 24, SIE, Series 5, and Series 7. Merrill provides financial planning, pension consulting, and educational seminars and offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
06/18/2004 - Present
LPL Financial LLC (ATLANTA GA)
NJ
08/14/2000 - 07/06/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/20/1992 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
08/04/1978 - 05/08/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/27/1978 - 12/27/1978
STEVEN J ZIER & CO., INCORPORATED
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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