Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Merrill is a financial advisor with Stifel, Nicolaus & Company, Inc. Patrick has been in the financial industry for over 10 years. Patrick has been registered with Stifel, Nicolaus & Company, Inc. since 2013, and previously was registered with Stifel, Nicolaus & Company, Inc. in 2013. Patrick's current registrations are in California and Texas. Patrick has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and the General Securities Representative Examination. Patrick holds the Certified Financial Planner and Chartered Financial Analyst designations. Patrick is a highly experienced and knowledgeable financial advisor who is committed to helping clients achieve their financial 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.
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.
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.
1
2
CA
01/04/2022 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
12/23/2013 - 08/19/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 02/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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