Our
Financial Consultants
You can be confident that
each Merrimac Corporate Securities, Inc. Financial Consultant
is qualified and trained to meet the challenges of his
or her position. Emphasis is placed on product knowledge
and client service enhancements. Through research briefings
our Financial Consultants are updated on current events,
securities recommendations, and advised on potential
new investment products. Our Financial Consultants are
trained in handling all types of accounts that we offer
including individual or joint accounts, corporate accounts,
IRA’s, Sep IRA’s, 401(k)’s, Simple
Plans, Roth IRA’s, etc. We pride ourselves on
offering the public Financial Consultants for today’s
markets.
The Firm is a member of the
Financial Industry Regulatory Authority (FINRA), the
Securities Investor Protection Corporation (SIPC) and
the Municipal Securities Rule Making Board (MSRB). The
company transacts business for individual and institutional
clients through a correspondent clearing relationship
with Penson Financial Services, Inc. All accounts are
protected up to $24,000,000 through Penson Financial
Services, Inc. The first $500,000 of protection is provided
through SIPC, which includes coverage up to $100,000
in cash. The remaining protection is provided through
separated insurance policies.
All
Investment Products and Asset Management Services
| • We provide each individual
client professional stock executions, effected quickly
and efficiently. |
| • We provide a full range of premier mutual
fund families, plus variable annuities and variable
life products. No proprietary products! |
| • We access professionally
guided equity portfolio services. Ask about our
Affiliated Money Management Account Programs. |
| • We provide Consulting Services for business
in a number of areas including managing assets,
employee benefit plans, and business insurance and
cash flow management. |
| • We provide referral services
that address areas such as estate planning, retirement
planning, trusts and other individual areas of need. |
| • We offer banking services with sophisticated
access and accounting linked to your investment
account. |
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