Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merritt? Claim Your ProfileMerritt Hicks is a financial advisor who has been in the industry since 2009. Merritt is currently registered with Kestra Private Wealth Services, LLC and Kestra Investment Services LLC. Merritt has experience in both investment advisory and brokerage services and holds Series 7 and Series 66 licenses, as well as the SIE exam. Merritt has specialized in working with individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Merritt offers a variety of financial planning services, including portfolio management, pension consulting, and selection of other advisors.
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.
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
MT
09/08/2021 - Present
Kestra Private Wealth Services, LLC (Missoula MT)
MT
07/31/2015 - 09/21/2021
RBC CAPITAL MARKETS, LLC (MISSOULA MT)
NA
10/25/1993 - 03/24/1994
ROBERT THOMAS SECURITIES, INC
NA
08/04/1989 - 12/22/1993
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
02/28/1989 - 07/29/1989
WEDBUSH MORGAN SECURITIES INC.
NA
05/25/1988 - 01/23/1989
VOLPE & COVINGTON, A CALIFORNIA LIMITED PARTNERSHIP
BOTH
Issued 10/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Merritt Hicks is the right advisor for you? Invested Better is here to help.
