Unclaimed
Mesmin Pelerin is a financial advisor with over 30 years of experience in the industry. Mesmin currently works with LPL Financial LLC and previously worked with Waddell & Reed, Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., Salomon Smith Barney Inc., Republic Financial Services Corporation, Dime Securities of NY, Inc., and Invest Financial Corporation. Mesmin specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Mesmin holds Series 6, 7, 9, 10, 24, 63, and 65 licenses, and is registered in several states including New Jersey, Pennsylvania, Texas, California, Florida, Georgia, Hawaii, Maryland, Tennessee, and Virginia.
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.
1
2
NJ
08/09/2024 - Present
LPL Financial LLC (MARLTON NJ)
NJ
06/15/2012 - 07/21/2021
WADDELL & REED (MARLTON NJ)
VA
01/19/2010 - 12/23/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)
NJ
07/02/2007 - 05/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)
PA
01/01/2004 - 07/10/2007
PNC INVESTMENTS (PHILADELPHIA PA)
KY
09/06/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
03/24/1998 - 09/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/31/1997 - 03/24/1998
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
04/22/1992 - 01/30/1997
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
WI
07/16/1990 - 04/03/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 06/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1990
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 07/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/04/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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