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Stacey Jean Merrill

Raymond James Financial Services, Inc.

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About Stacey Jean Merrill

Stacey Jean Merrill is a financial advisor with Raymond James Financial Services, Inc. in Marietta, OH. Stacey has been working in the financial services industry since December 1, 2019. She is licensed to sell securities in Ohio. Her prior employers include Ameritas Investment Corp. and Lincoln Financial Securities Corporation. Stacey has a Series 6, Series 7, Series 63, and SIE licenses.

Firm Information

Stacey Merrill is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stacey Merrill’s Registration & Firm History

OH

01/09/2023 - Present

Raymond James Financial Services, Inc. (Marietta OH)

OH

05/06/2010 - 11/21/2011

AMERITAS INVESTMENT CORP. (MARIETTA OH)

OH

10/13/2008 - 05/04/2010

LINCOLN FINANCIAL SECURITIES CORPORATION (MARIETTA OH)

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Licenses & Designations

BC

Issued 05/07/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/26/2022

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacey Jean Merrill.
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