Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron McLeroy is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Cameron has been in the industry since February 1997 and has experience with Merrill Lynch, Pierce, Fenner & Smith Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., BOSC, INC., CHASE INVESTMENT SERVICES CORP., and VAN KAMPEN FUNDS INC. Cameron has Series 6, 7, 63 and 65 licenses. Cameron is registered in 21 states and has earned the designation of Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
01/06/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
TX
02/01/2005 - 01/10/2006
BOSC, INC. (HOUSTON TX)
IL
05/17/1999 - 02/04/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
02/28/1997 - 04/28/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 02/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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