Unclaimed
Norman Merhaut is a financial advisor with over 40 years of experience in the industry. Norman currently works at GWN Securities Inc., where they have been a registered representative since 2008. Previously, Norman held positions at other firms, including Planmember Securities Corporation, Stuart Securities Corp., and Brecek & Young Advisors, Inc. Norman is licensed in Ohio and specializes in providing financial planning, market timing services, and portfolio management for individuals. Norman also provides investment advice to clients who are insurance companies, corporations or other businesses, and individuals other than high-net-worth individuals.
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
03/06/2008 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
OH
01/16/2007 - 03/11/2008
PLANMEMBER SECURITIES CORPORATION (EUCLID OH)
GA
11/13/2003 - 09/19/2006
STUART SECURITIES CORP. (NORCROSS GA)
CA
03/07/2001 - 11/20/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
07/20/1999 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
07/28/1992 - 07/29/1999
MW MANAGEMENT COMPANY (EUCLID OH)
CT
01/09/1987 - 07/21/1992
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
10/05/1981 - 01/21/1987
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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