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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Remer? Claim Your ProfileRemer W Griner is a financial advisor who has been in the industry since March 1999. Remer is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. He is licensed in 53 states and the District of Columbia. Remer provides a variety of services to individuals, businesses, and institutions. His specialties include portfolio management, investment management, and retirement planning. Remer holds numerous licenses and certifications. He is committed to providing his clients with the highest quality of service and helping them reach their financial goals. Remer has experience with a wide range of clients, including high-net-worth individuals, corporations, and institutions. He is also experienced in providing investment advice for retirement plans, college savings plans, and other financial planning needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
01/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
SC
02/03/2009 - 10/26/2012
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
SC
03/09/2005 - 12/16/2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CHARLESTON SC)
NE
10/29/1998 - 09/01/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
07/02/1998 - 10/29/1998
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
IA
Issued 06/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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