Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Wilson Merrill is a financial advisor with Osaic Wealth, Inc. Whitney has over 28 years of experience in the financial services industry. Whitney is registered with FINRA and holds the Series 7, 24, 55, 57TO, and 63 licenses and the Series 65 license as an Investment Advisor Representative. Whitney is also a Certified Financial Planner. Whitney’s current firm, Osaic Wealth, Inc. has offices in Scottsdale, AZ and Rochester, NY, and Whitney works out of the Rochester, NY office. Whitney is committed to providing personalized financial advice to her clients and helps them 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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/27/2001 - 03/04/2013
AXA ADVISORS, LLC (CLIFTON PARK NY)
NY
08/01/2000 - 02/23/2001
INSTINET CORPORATION (NEW YORK NY)
NY
06/23/1997 - 08/01/2000
INSTINET CORPORATION (NEW YORK NY)
NY
10/10/1994 - 04/18/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2001
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 10/21/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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