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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 financial industry since 2010 and holds Series 66, Series 7, and SIE licenses. Jeremy has worked with U.S. Bancorp Investments, Inc. and Edward Jones in the past. Jeremy is a Certified Financial Planner (CFP) and offers a wide range of financial services, including financial planning, investment management, and insurance products. Jeremy specializes in working with individuals, families, and businesses to help them 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 8/6/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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