Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Merlin is a financial advisor who has been in the industry since 1998. Michael has experience in various areas of finance, including portfolio management for individuals and businesses, financial planning, and pension consulting. Michael is currently registered as a Registered Representative and Investment Advisor Representative with Rockefeller Financial LLC and Rockefeller Capital Management. Previously, Michael worked with Morgan Stanley and Citigroup Global Markets Inc. Michael has a wide range of experience working with clients such as high-net-worth individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/10/2020 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
06/01/2009 - 01/14/2020
MORGAN STANLEY (ATLANTA GA)
GA
06/25/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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