Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Merten is a registered Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Wilmington, Illinois. Michael is also an active Investment Advisor Representative in the state of Illinois. Michael has been with Raymond James Financial Services Advisors, Inc. since December of 2009. Michael is also a registered representative in the state of Illinois, with a Series 65 license, passed on September 8, 2008. Michael also works with Chamness & Merten Accounting in Bourbonnais, Illinois, where he provides accounting, bookkeeping, payroll, and tax preparation services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
12/14/2009 - Present
Raymond James Financial Services Advisors, Inc. (WILMINGTON IL)
IA
Issued 09/08/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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