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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael Mericka is a financial advisor with over 38 years of experience in the financial services industry. Joseph Michael Mericka has worked for a variety of firms, including First of Michigan Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Wells Fargo Clearing Services, LLC. Joseph Michael Mericka is currently registered as a Registered Representative (RR) in Florida, Michigan, and Texas. Joseph Michael Mericka specializes in providing financial planning, investment consulting, and portfolio management services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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
MI
12/12/2016 - Present
Wells Fargo Clearing Services, LLC (PORT HURON MI)
MI
04/01/2005 - 09/01/2010
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
05/02/1997 - 04/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
02/24/1984 - 05/05/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 01/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/02/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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