Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mero? Claim Your ProfileMero Capo has been a financial advisor for over 29 years. Currently, Mero is a Managing Director/Agent with World Investment Advisors, LLC. Mero's current registrations include a registration with the state of Pennsylvania as a Registered Investment Advisor (RIA) and a registration with the state of Texas as a Registered Investment Advisor (RIA). Mero is also registered with FINRA and has worked with CapFinancial Securities, LLC., LPL Financial LLC, NFP Securities, Inc., and Fortis Investors, Inc. in the past. Mero provides financial planning, pension consulting, and educational seminars to individuals, businesses, charitable organizations, and pooled investment vehicles.
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.
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2
PA
10/27/2022 - Present
World Investment Advisors, LLC (WEXFORD PA)
PA
09/17/2015 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Wexford PA)
PA
06/30/2014 - 09/24/2015
LPL FINANCIAL LLC (WEXFORD PA)
PA
12/01/1997 - 06/30/2014
NFP SECURITIES, INC. (WEXFORD PA)
MN
02/15/1995 - 12/03/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
06/25/1993 - 03/03/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 07/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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