Unclaimed
Wesley Merritt is a financial advisor with Fidelity Brokerage Services LLC. Wesley has been in the financial industry since 2009. Wesley is licensed in all states and has a wide range of experience in the financial industry.
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.
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.
1
2
NH
07/30/2024 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
GA
10/25/2006 - 04/05/2022
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 08/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2009
Series 4 - Registered Options Principal Examination
BC
Issued 04/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Wesley Merritt is the right advisor for you? Invested Better is here to help.