Charles Mercer's Location
Louisville, Kentucky, United States
Charles Mercer's Work
- Senior Vice President @ Merrill Lynch
- Senior Vice President - Investments @ UBS
- First Vice President @ Morgan Keegan
- Officer and Aviator @ US Army
Charles Mercer's Education
- University of Louisville
BS ( Political Science)
1986 - 1990
Charles Mercer's Skills
- Investments
- Portfolio Management
- Series 63
- Series 7
- Wealth Management
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Alternative Investments
- Fixed Income
Charles Mercer's Summary
Charles Mercer, based in Louisville, Kentucky, United States, is currently a Senior Vice President at Merrill Lynch, bringing experience from previous roles at Ubs, Morgan Keegan and Us Army. Charles Mercer holds a 1986 - 1990 BS in Political Science @ University of Louisville. With a robust skill set that includes Investments, Portfolio Management, Series 63, Series 7, Wealth Management and more, Charles Mercer contributes valuable insights to the industry.
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