Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Frick is a financial advisor with Merit Financial Advisors. Stephen has been in the industry since 2014. Stephen is licensed in several states, including Florida, Georgia, California, Nevada, Pennsylvania, and Tennessee. Stephen has earned the Series 6, 7, 63, and 66 licenses as well as the SIE. Stephen offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Merit Financial Advisors is a firm that provides advisory services to individuals, businesses, pension plans, and charitable organizations. Stephen is an active and experienced financial advisor, who has demonstrated a commitment to helping clients 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.
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.
Consulting fees
1
2
FL
11/12/2019 - Present
Merit Financial Advisors (Jacksonville FL)
FL
11/06/2019 - 08/16/2024
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
08/14/2019 - 11/04/2019
SYNOVUS SECURITIES, INC. (JACKSONVILLE FL)
FL
08/30/2018 - 08/07/2019
SUNTRUST INVESTMENT SERVICES, INC. (ORANGE PARK FL)
FL
05/07/2015 - 08/20/2018
SYNOVUS SECURITIES, INC. (JACKSONVILLE FL)
FL
10/04/2013 - 08/11/2014
BBVA SECURITIES INC. (JACKSONVILLE FL)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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