Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Mercatoris is a financial advisor with over 40 years of experience in the financial services industry. Clarence is currently registered with Cambridge Investment Research Advisors, Inc. and holds licenses to provide financial advice in Pennsylvania and Texas. Clarence has been a financial advisor at Cambridge Investment Research Advisors, Inc. since August 2021. Prior to that, Clarence was a financial advisor at Allegheny Investments, LTD., Janney Montgomery Scott LLC and Parker/Hunter Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
09/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (Brookville PA)
PA
04/25/2008 - 08/31/2021
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
06/25/2005 - 05/02/2008
JANNEY MONTGOMERY SCOTT LLC (DUBOIS PA)
PA
04/20/1983 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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