Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jerome Mersberger is a financial advisor with Merit Financial Advisors. Peter has been in the industry since 1994 and has a wide range of experience. Peter specializes in financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals. Peter's firm, Merit Financial Advisors, has $1 billion - $10 billion in assets under management. Merit Financial Advisors is a registered investment advisor and has been in business since 2022.
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.
Consulting fees
1
2
GA
11/15/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WI
10/17/2022 - 08/16/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
WI
11/07/2017 - 10/27/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Appleton WI)
WI
01/01/2004 - 11/07/2017
VOYA FINANCIAL ADVISORS, INC. (SHEBOYGAN FALLS WI)
IA
08/22/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
07/19/1995 - 08/10/1995
LOCUST STREET SECURITIES, INC.
MA
07/28/1994 - 07/20/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
10/28/1993 - 05/10/1994
FBL MARKETING SERVICES, INC. (WEST DES MOINES IA)
IA
Issued 03/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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