Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merton? Claim Your ProfileMerton Wayne Breisch is a financial advisor at Logan Capital Management, Inc.. Merton has been a registered investment advisor in Pennsylvania since March 2019. Merton has also passed the Series 65, Series 63 and Series 2 exams. Merton is a Chartered Financial Analyst. Merton has worked in the industry since September 2000.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
PA
03/26/2019 - Present
Logan Capital Management, Inc. (NEWTOWN SQUARE PA)
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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