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Steven C. Merrell, CFP

Monterey Private Wealth, Inc.

Financial Planner in Monterey, CA

Address:
409 Washington St, Ste 202A
Monterey, CA 93940
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About Steven C. Merrell

Steven Merrell is a financial professional at Monterey Private Wealth, Inc. located in Monterey, California. Steven Merrell holds an industry securities registration subject to FINRA oversight having passed securities examinations including S3, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Steven Merrell provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Steven Merrell
409 Washington St, Ste 202A
Monterey, CA 93940

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