Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Eugene Merlino is a financial advisor with Cetera Investment Advisers LLC. Jeremy has been in the industry since July 25, 2010 and has been registered with Cetera Investment Advisers LLC since June 29, 2023. Jeremy is a Certified Financial Planner and has experience working with individuals, families, businesses, and non-profit organizations. Jeremy specializes in financial planning, retirement planning, college savings, and investment management. Jeremy is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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NV
06/29/2023 - Present
Cetera Investment Advisers LLC (SPARKS NV)
NV
08/06/2013 - 10/19/2018
U.S. BANCORP INVESTMENTS, INC. (SPARKS NV)
NV
07/26/2010 - 08/05/2013
EDWARD JONES (SPARKS NV)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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