Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Merrill is a financial advisor with over 18 years of experience in the financial services industry. Michael is a registered representative of Cambridge Investment Research Advisors, Inc. and has a Series 6, 7, 24, 63, 65, 99TO and SIE license. Michael provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Michael is also a Certified Financial Planner™ and Chartered Financial Consultant®. In addition to Michael's experience with Cambridge Investment Research, Michael was previously a registered representative of CRI Securities, LLC and Securian Financial Services, Inc. Michael is committed to providing his clients with personalized financial advice that helps them 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OR
12/05/2011 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
02/02/2005 - 11/02/2011
CRI SECURITIES, LLC (PORTLAND OR)
OR
12/17/2004 - 11/02/2011
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 07/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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