Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Merk is an investment advisor representative with Ally Invest Advisors. Michael is a licensed professional with experience in the financial services industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 2015 and has held previous positions at Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Scottrade, Inc. and Charles Schwab & Co., Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
10/11/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
KY
01/15/2019 - 03/10/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
TX
01/09/2018 - 08/17/2018
TD AMERITRADE, INC. (Southlake TX)
MO
04/12/2017 - 01/09/2018
SCOTTRADE, INC. (ST LOUIS MO)
VA
11/25/2015 - 02/14/2017
CHARLES SCHWAB & CO., INC. (Reston VA)
BOTH
Issued 12/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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