Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mera is a financial advisor registered with LPL Financial LLC. John has been in the securities industry since October 29, 2002 and has a total of 1 approved state registration. John is also registered with the state of California and has a combined 1 approved state registration and 1 approved FINRA registration. John Mera is also active in the IA space and has been active since May 26, 2006 with a combined 1 approved state registration and 1 approved FINRA registration.
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.
Consulting and other non-discretionary advisory services
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
CA
05/26/2006 - Present
LPL Financial LLC (MONTEREY CA)
CA
09/04/2002 - 03/30/2006
MORGAN STANLEY DW INC. (MONTEREY CA)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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