Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter A. Merritt is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Pewaukee, WI. Peter Merritt is a Series 66, Series 7 and SIE licensed professional with over 2 years of experience in the financial services industry. Prior to joining Raymond James Financial Services Advisors, Inc. Peter Merritt was employed by Baird in Milwaukee, WI. Peter A. Merritt specializes in providing financial planning, investment advice, and retirement planning services to individuals and families. Peter A. Merritt offers a wide range of financial products and services to meet the needs of his clients. Peter A. Merritt is committed to providing his clients with personalized service and helping them 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.
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
WI
07/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Pewaukee WI)
WI
03/05/2022 - 07/11/2022
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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