Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Daniel Andrew Merck is a registered representative with Fidelity Personal AND Workplace Advisors. Paul has been in the industry since 2007 and is licensed in 52 states and the District of Columbia. Paul holds a Series 6, 7, 3, 31, 63, and 66 license. Prior to joining Fidelity, Paul worked at Morgan Stanley and Solium Financial Services LLC. Paul specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
03/08/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
03/16/2018 - 08/24/2021
MORGAN STANLEY (South Jordan UT)
UT
11/06/2019 - 09/30/2020
SOLIUM FINANCIAL SERVICES LLC (South Jordan UT)
TN
04/20/2016 - 02/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
AK
09/04/2014 - 09/22/2015
SCOTTRADE, INC. (ANCHORAGE AK)
MA
02/01/2012 - 10/17/2013
ING FINANCIAL PARTNERS, INC. (BRAINTREE MA)
MA
08/09/2011 - 01/27/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
UT
08/05/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
NY
01/17/2007 - 09/11/2008
CANACCORD ADAMS INC. (NEW YORK NY)
MA
09/29/2003 - 06/20/2006
MORGAN STANLEY DW INC. (BOSTON MA)
MN
10/04/2000 - 09/30/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/2000 - 09/30/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 3 - National Commodity Futures Examination
BC
Issued 04/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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