Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merry? Claim Your ProfileMerry Heather Dooley is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Tacoma, Washington. Merry has been in the financial services industry since 2001. Merry has a Series 7 and Series 63 license, and is also a Certified Financial Planner. Prior to joining Raymond James, Merry worked for Cetera Investment Services LLC and Ameriprise Financial Services, Inc. Merry specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Tacoma WA)
WA
02/21/2012 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
10/05/2009 - 02/24/2012
AMERIPRISE FINANCIAL SERVICES, INC. (TACOMA WA)
WA
09/03/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TACOMA WA)
MO
07/05/2001 - 09/08/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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