Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Merkel is a financial advisor with over 20 years of experience in the industry. Steven is registered with Osaic Wealth, Inc. in Florida and Ciccarelli Advisory Services Inc. in Arizona, Florida, Massachusetts and Pennsylvania. Steven is a Certified Financial Planner and a Chartered Financial Consultant. Steven has a strong background in providing financial advice and planning strategies. Steven is dedicated 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.
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2
FL
11/03/2023 - Present
Osaic Wealth, Inc. (NAPLES FL)
FL
07/23/2012 - 11/03/2023
FSC SECURITIES CORPORATION (NAPLES FL)
FL
12/20/2005 - 12/12/2007
TRIAD ADVISORS, INC. (NAPLES FL)
MA
12/09/1998 - 09/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/09/1998 - 09/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CO
09/07/1994 - 12/09/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
04/20/1994 - 08/23/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/03/1994 - 08/11/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 08/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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