Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Mercer is a financial professional with over 30 years of experience in the industry. Jon has a deep understanding of the financial markets and has helped numerous clients achieve their financial goals. Jon currently works at LPL Financial LLC and previously worked at National Planning Corporation, Fortis Investors, Inc., and Amev Investors, Inc. Jon holds a Series 6 license and is registered in Florida and Ohio.
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.
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2
OH
11/29/2017 - Present
LPL Financial LLC (NAVARRE OH)
OH
01/04/1996 - 11/29/2017
NATIONAL PLANNING CORPORATION (NAVARRE OH)
MN
01/05/1994 - 12/17/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
03/08/1991 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
01/23/1987 - 12/31/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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