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Wesley Merritt

Fidelity Brokerage Services LLC

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About Wesley Merritt

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.

Firm Information

Wesley Merritt is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Wesley Merritt’s Registration & Firm History

NH

07/30/2024 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

GA

10/25/2006 - 04/05/2022

E*TRADE SECURITIES LLC (ALPHARETTA GA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Wesley Merritt.
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