Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meryl? Claim Your ProfileMeryl Kelch is a financial advisor with over 30 years of experience in the industry. Meryl is currently registered with Grove Point Investments, LLC, and is licensed to provide investment advice in 10 states. Meryl has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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2
WI
12/01/2009 - Present
Grove Point Investments, LLC (WAUSAU WI)
WI
09/08/2009 - 12/10/2009
LPL FINANCIAL CORPORATION (WAUSAU WI)
WI
10/31/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (WAUSAU WI)
MO
08/23/1991 - 11/01/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
05/24/1991 - 08/30/1991
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
NJ
06/06/1989 - 01/11/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/06/1989 - 01/11/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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