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Home > Financial Services > Stock Brokers > Mercadien Securities
Mercadien Securities
Mercadien Securities is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Mercadien Foundation is a community foundation focused on creating philanthropic synergies to serve The Mercadien Group’s market area. It provides clients, friends and associates of The Mercadien Group with an outlet for giving back to the community in which they live and work. The firm pools a collection of charitable funds established by various donors. Invested together, these funds provide a continuing resource for the community; a resource which can grow over time and can be distributed across many areas of need.
The firm’s Asset Management provides personal and business financial planning to assist clients in reaching their wealth objectives. To this end, they offer experienced counsel on retirement strategy as well as estate, gift and tax planning all dovetailed with the tax and business objectives developed by their clients’ entire team of Mercadien advisors.
They believe that one of the most important factors in successful financial management is asset allocation. Their first step with a client is to identify logical portfolios for each of the client’s goals based on purpose, time and taxation. When they manage portfolios, they use tactics to exceed appropriate benchmarks on an after-tax, after-fee basis.
Mercadien Technologies creates technology-based business solutions that allow clients to use the latest technologies to run their businesses more efficiently and securely while avoiding the common pitfalls of managing technology. They add value to client relationships by acting as a resource to maximize clients’ IT investments and enable them to concentrate on core competencies and strategic initiatives.
For more than four decades, the firm has served the needs of entrepreneurs and individuals. Their financial services team has earned a reputation for individual integrity, creative problem solving and expertise across a broad range of industries.
The company is fast growing into one of the best companies with their team of managers who work hard to meet the objectives the company. They work diligently to ensure that their clientele are as satisfied as possible and provide maximum service at all time.
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