Bryan Mersol (CRD# 6500852) is an Investment Advisor Representative working at Eagle Strategies LLC in Poland, OH and has 1 year of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategiies LLC | Poland, OH | May 2023 - Current | 1 |
Mersol Financial Solutions LLC | Poland, OH | Jun 2019 - Current | 4 |
Nylife Securities LLC | Independence, OH | Jan 2018 - Current | 6 |
New York Life Insurance Company | Independence, OH | Jun 2017 - Current | 6 |
Joe Mersol Financial Solutions | New Middletown, OH | Jun 2015 - Jun 2017 | 2 |
John Carroll University | University Heights, OH | Aug 2013 - May 2017 | 3 |
Panera Bread | New Springfield, OH | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- OH
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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