Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mered? Claim Your ProfileMered Oren is a financial advisor with Stifel, Nicolaus & Company, Inc. based in San Diego, California. Mered has been in the industry since June 1986. Prior to joining Stifel, Nicolaus & Company, Inc., Mered was a financial advisor with WELLS FARGO ADVISORS, LLC in Rancho Santa Fe, California. Mered Oren has a Series 7, Series 31, Series 63, and Series 65 license. Mered Oren is also licensed in the states of Arizona, California, Maryland, Massachusetts, New York, Oklahoma, South Dakota, Texas, and Washington. Stifel, Nicolaus & Company, Inc. provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. The firm also offers educational seminars and selection of other advisors. Stifel, Nicolaus & Company, Inc. manages over $149 billion in assets for 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/24/2017 - Present
Stifel, Nicolaus & Company, Inc. (SAN DIEGO CA)
CA
01/01/2008 - 01/18/2011
WELLS FARGO ADVISORS, LLC (RANCHO SANTA FE CA)
CA
08/14/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ENCINITAS CA)
NJ
08/04/1992 - 08/01/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/21/1989 - 08/17/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/02/1988 - 09/29/1989
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
04/29/1987 - 02/10/1988
PRINCIPAL SECURITIES, INC.
NA
05/23/1986 - 05/05/1987
AMERICAN HERITAGE SECURITIES CORPORATION
NA
04/10/1987 - 04/27/1987
VALUE EQUITIES CORPORATION
IA
Issued 07/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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