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FINANCIAL
SERVICES
Kenneth
J. Mueller, CPA, CrFA, CFC has been licensed through the National
Association of Securities Dealers (NASD) since December 7, 1995 with a series 7,
full sales representative, license.
He has also been life, health, and variable annuity licensed
by the state of Florida Department of Insurance since February 9,
1996. Through his many years of experience in the financial
planning, estate planning, and taxation area’s, he can assist his
clients in various areas from portfolio review through retirement
planning. He is appointed by various insurance companies to sell their
products and provides investment services through his broker dealer,
Merrimac Corporate Securities, Inc.
Merrimac Corporate Securities,
Inc. as registered under the laws of the state of Florida.
As an independent full service brokerage firm, we offer a
full range of investment services and opportunities including:
- Banking Services
- Municipal Securities
- Corporate Bonds
- Government
Securities
- Mutual Funds
- Annuities
- Insurance
- Private Placements
- Unit Investment
Trusts
- Individual
Retirement Accounts (IRA’s)
- Self Employed
Retirement Accounts
- Pension and Profit
Sharing Plans
- Market Research
- Proprietary
Investment Strategies
- Professional Asset
Management
Merrimac
Corporate Securities, Inc.’s mission is a full service securities
brokerage firm that is committed to a unique, unbiased approach to
investments for the individual and corporate investor.
Our team is dedicated to offering our individual and
corporate clients all the benefits that have historically been
reserved for institutional investors.
We provide professional service and guidance to identify and
participate in investment opportunities consistent with each
client’s individual financial needs, goals, and objectives.
We believe through hard work, research, and open
communications with each of our clients – we will succeed in our
mission.
The firm is a member of the National Association of Securities
Dealers (NASD) and the Securities Investor Protection Corporation (SIPC).
The company transacts business for individual and
institutional clients through a correspondent clearing relationship
with Pension Financial Services, Inc. All accounts are protected up to $10,000,000 through Pension
Financial Services, Inc.
The first $500,000 of protection is provided through SIPC, which
includes coverage of up to $100,000 in cash.
The remaining protection is provided through separate
insurance policies.
Learn more about our services as you navigate through the links
below and the list on
the left side of the screen.
Annuities
Employee Benefit
Administration
Financial Planning
Insurance
Investments
Mutual Funds
Retirement Planning
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