Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Merrick is an experienced financial professional with over a decade of experience in the industry. Michael is currently registered with GWN Securities Inc. Michael has a strong track record of success in providing financial advice to individuals and corporations. Michael is a Series 7, 55, and 66 licensed professional. Michael is also a licensed insurance agent, which allows Michael to provide a comprehensive range of financial services to clients. Michael's areas of expertise include financial planning, market timing services, selection of other advisors, and portfolio management for individuals. Michael is committed to providing clients with personalized financial advice that meets their unique needs and 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/15/2016 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MA
01/10/2013 - 08/25/2015
AXA ADVISORS, LLC (WELLESLEY MA)
CA
09/21/2009 - 09/02/2011
VTRADER PRO, LLC (SAN FRANCISCO CA)
TX
12/18/2006 - 10/22/2007
TRANSCEND CAPITAL, LP (AUSTIN TX)
NY
04/22/2005 - 10/02/2006
JAS SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 02/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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