Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Merrill is a financial advisor with Osaic Wealth, Inc. located in South Jordan, UT. Steven has been in the financial services industry since 2016 and is registered with FINRA and the State of Utah. Steven has a variety of experience in the financial services industry, having worked at several firms, including SagePoint Financial, Inc., E*TRADE SECURITIES LLC, FSC SECURITIES CORPORATION, and Wells Fargo Advisors, LLC. Steven holds Series 7 and 66 licenses. Steven is committed to providing his clients with personalized financial advice and guidance.
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.
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2
UT
10/24/2022 - Present
Osaic Wealth, Inc. (SOUTH JORDAN UT)
AZ
02/23/2022 - 09/23/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
UT
11/12/2020 - 10/27/2021
E*TRADE SECURITIES LLC (SANDY UT)
GA
10/31/2018 - 06/26/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2018 - 06/26/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/31/2018 - 06/26/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/31/2018 - 06/26/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
UT
04/12/2017 - 07/24/2017
E*TRADE SECURITIES LLC (SANDY UT)
UT
02/13/2015 - 12/04/2015
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
01/23/2014 - 04/15/2014
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
UT
12/13/2012 - 08/27/2013
MORGAN STANLEY (SOUTH JORDAN UT)
UT
12/09/2011 - 11/14/2012
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 02/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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