Merrie Rabin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Merrie Rabin, who also goes by Merrie Yetta Harris, Merrie Yetta Rabin, was a registered financial professional .
Merrie is a previously registered financial professional and started their career in finance in 1988. Merrie had worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 7, 2010 - October 18, 2014
DAVIDSON WEALTH MANAGEMENT LLC
March 13, 2008 - June 29, 2010
DAVIDSON ASSET MANAGMENT, INC.
November 19, 1989 - July 31, 2014
OSAIC WEALTH, INC.
June 9, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
May 25, 1988 - June 27, 1989
IDS LIFE INSURANCE COMPANY
May 25, 1988 - June 27, 1989
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
DAVIDSON WEALTH MANAGEMENT LLC
CRD#: 153227 / SEC#: 801-71216
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DAVIDSON WEALTH MANAGEMENT LLC
CRD#: 153227 / SEC#: 801-71216
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 635 |
| AUM (Assets Under Management) | $ 147,636,663 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
