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Accounting Alliance for Small Business, P.A.
 
A CERTIFIED PUBLIC ACCOUNTANCY CORPORATION
FOR BUSINESSES AND INDIVIDUALS
 


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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

 
HAVE ANY QUESTIONS OR CONCERNS? CALL (407) 850-9000

OPEN MONDAY - THURSDAY 9:00 am to 5:00 pm
OPEN FRIDAY 9:00 am to 2:00 pm


Full Investment Services Offered Through Merrimac Corporate Securities, Inc.
Member NASD, SIPC Headquartered Lake Mary, Florida - (866) 562-7300

Site By: Kenneth J. Mueller
Design Copyright Kenneth J. Mueller 2003
Content Copyright Kenneth J. Mueller 2002 - 2008

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