Norman Merems (CRD# 1341574) is an Investment Advisor Representative working at M2 Capital Advisors in Valencia, CA and has over 36 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M2 Financial LLC | 21917 Placeritos Blvd, Newhall, CA | Aug 2017 - Current | 6 |
| N/a | N/a, CA | Jul 2017 - Current | 6 |
| Claraphi Advisory Network, LLC | Laguna Hills, CA | May 2017 - Current | 6 |
| Claraphi Advisory Network, LLC | Laguna Hills, CA | May 2017 - Jul 2017 | < 1 |
| Wbb Securities, LLC | San Diego, CA | Aug 2007 - May 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
- CA
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$261,458
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, TX
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