Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Mero is a financial advisor who has been in the industry since 1995. Peter currently works at Wells Fargo Clearing Services, LLC, where he has been employed since January 2019. Prior to his current position, Peter was employed at Morgan Stanley Smith Barney in La Jolla, California. Peter is registered in 28 states and has a total of 11 approved SRO registrations.
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.
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.
Investment consulting services to institutional clients
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
CA
01/18/2019 - Present
Wells Fargo Clearing Services, LLC (LA JOLLA CA)
CA
04/01/2011 - 01/22/2019
MORGAN STANLEY (LA JOLLA CA)
CA
07/01/2003 - 04/04/2011
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
NY
07/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/19/1995 - 07/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1995
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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