Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Merrifield is a registered representative with Transamerica Retirement Advisors, LLC in Terrell, Texas. Philip has been working in the financial industry since December 2021. Prior to joining Transamerica Retirement Advisors, LLC, Philip worked at Fidelity Brokerage Services LLC in Westlake, Texas. Philip holds Series 7TO, SIE, 63 and 66 licenses and is registered in 53 states.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
06/09/2023 - Present
Transamerica Retirement Advisors, LLC (Terrell TX)
TX
11/26/2021 - 05/24/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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