Open a new account
To take advantage of this service, simply call 1-866-727-7277, Monday through Friday, between 8:00 a.m. and 6:30 p.m. Eastern Time, to speak with a Mercer Securities representative who will:
- Help you identify your unique circumstances and financial goals
- Work with you to complete your profile questionnaire
- Provide you with your personalized investment proposal and recommended strategy
Call 1-866-727-7277 now to open an account.
Mercer Securities is a division of MMC Securities Corp., a registered broker-dealer and investment advisor, member FINRA/SIPC, and provides brokerage and advisory services in connection with the Morningstar Managed Portfolios Program.
©2010 Morningstar Investment Services, Inc. All rights reserved. Morningstar Investment Services is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Managed Portfolios is offered by Morningstar Investment Services, and is intended for citizens or legal residents of the United States or its territories. This program can only be offered by a registered investment advisor or investment advisor representative. Morningstar Investment Services, Inc. is not affiliated with Mercer Securities.
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