Carol MerinarCRD Number: 3172079
Current Firm: Cetera Investment Advisers LLC
Carol Merinar (CRD# 3172079) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Medina, OH and has over 15 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Cetera Investment Advisers LLC||Schaumburg, IL||Aug 2001 - Current||15|
|Cetera Financial Specialists LLC||Schaumburg, IL||Dec 2000 - Current||16|
|Merinar,cpa Inc.||Medina, OH||Sep 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2001|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV