Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Irwin Merber is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Mitchell has been in the securities industry since May 16, 1983. Mitchell has passed the Series 6, Series 7, Series 63, and SIE exams and holds the Chartered Financial Consultant designation. Mitchell has been registered with Cetera Investment Advisers LLC since August 2023. Mitchell has experience with Securian Financial Services, Inc., New England Securities, WS Griffith Securities, Inc., and Home Life Insurance Company. Mitchell is also a registered representative for Allied Wealth Partners.
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
NY
08/10/2023 - Present
Cetera Investment Advisers LLC (UNIONDALE NY)
NY
01/14/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (UNIONDALE NY)
NY
06/09/2004 - 01/22/2014
NEW ENGLAND SECURITIES (UNIONDALE NY)
CT
05/17/1983 - 06/15/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
05/17/1983 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 04/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Merber is the right advisor for you? Invested Better is here to help.
