Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Charles Merrell is a financial advisor with Monterey Private Wealth, Inc. located in Monterey, CA. Steven has been a financial advisor since 1991, with experience at American Express Financial Advisors Inc. and IDS Life Insurance Company. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 3, 7, 63 and 65 licenses. Steven specializes in providing financial planning and portfolio management for individuals, businesses, and pension plans. Steven's firm manages approximately $1 billion in assets for over 1,900 clients, and the firm charges fixed fees, hourly charges, and a percentage of assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Percentage retirement plan assets under advisement
1
2
CA
04/04/2007 - Present
Monterey Private Wealth, Inc. (MONTEREY CA)
MN
11/22/1991 - 12/18/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/1991 - 12/18/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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