Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mercedes? Claim Your ProfileMercedes McFarland is a financial advisor with Cetera Investment Advisers LLC. Mercedes has been in the financial services industry since 2016. Mercedes is registered with the state of Pennsylvania, Texas, and several other states and has a Series 7, Series 66, and SIE licenses. Mercedes holds the Certified Financial Planner designation. She has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Mercedes is committed to providing clients with personalized financial advice and guidance.
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.
1
2
PA
08/21/2024 - Present
Cetera Investment Advisers LLC (BRIDGEVILLE PA)
PA
10/02/2020 - 04/06/2022
J.P. MORGAN SECURITIES LLC (Homestead PA)
PA
07/27/2020 - 08/26/2020
CITIZENS SECURITIES, INC. (MONROEVILLE PA)
PA
07/08/2019 - 07/23/2020
CITIZENS SECURITIES, INC. (ALLISON PARK PA)
PA
07/21/2016 - 07/05/2019
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 8/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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