Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meryl? Claim Your ProfileMeryl Phay is a registered representative with Exchangeright Securities, LLC. Meryl is registered in California. Meryl has been in the securities industry since 2015. Prior to joining Exchangeright Securities, LLC, Meryl worked at Transamerica Financial Advisors, Inc and Edward Jones. Meryl holds the Series 7, Series 66, and SIE licenses.
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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CA
10/28/2019 - Present
Exchangeright Securities, LLC (Pasadena CA)
CA
01/07/2016 - 11/21/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (AGOURA HILLS CA)
CA
05/12/2015 - 09/14/2015
EDWARD JONES (GLENDALE CA)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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