About My Practice
Experience
Merra Lee Moffitt's experience is constantly being updated to help her clients. Please check her website directly for the most accurate up-to-date information at moffitt.wrfa.com.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: 14 states, call for current list, Health/disability insurance: 14 states, call for current list, Fixed annuities: 14 states, call for current list, Variable annuities: 14 states, call for current list
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Wealth Management Advisor, Chartered Mu
Broker-Dealer Affiliation
LPL Financial
Broker-Dealer Disclaimer
Securities offered through LPL Financial. Member FINRA/SIPC Merra Lee Moffitt may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, DE, MD, NM, PA, RI, TX, VA, WA, WI
Considerations: "Securities offered through LPL Financial. Member FINRA/SIPC. Merra Lee may only discuss or transact business with residents of the following states: AL, CA, CO, DE, MD, NM, PA, RI, TX, VA, WA, WI."
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
