Unclaimed
Ryan Merkel is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has been employed since July 2014. Ryan has been active in the financial services industry since March 2015 and is registered in 54 states and the District of Columbia. Ryan has a wide range of experience working with individual clients, as well as corporations, insurance companies, and pension plans. Ryan is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs. Ryan is also a General Partner/Managing Member of Even Eye Enterprises, LLC, a company that creates, manufactures, and sells children's toys.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
10/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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