John MercerCRD Number: 3037820
Current Firm: Msi Financial Services, Inc.
John Mercer (CRD# 3037820) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Fort Lauderdale, FL and has over 18 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Metlife Securities Inc.||Fort Lauderdale, FL||Jan 2008 - Current||9|
|The Equitable Life Assurance Society Of The United States||Miami, FL||Mar 1998 - Dec 2007||9|
|Eq Financial Consultants, Inc.||Miami, FL||Mar 1998 - Dec 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV