Ioannis MerasCRD Number: 1298436
Current Firm: United Planners' Financial Services Of America A Limited Partner
Ioannis Meras (CRD# 1298436) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in San Jose, CA and has over 25 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Meras Financial||San Jose, CA||Apr 2015 - Current||1|
|United Planners' Financial Services||Scottsdale, AZ||Nov 2008 - Current||8|
|Ioannis "yo" Meras - Independent Rep||San Jose, CA||Sep 1984 - Current||32|
|Associated Securities Corp.||Morgan Hill, CA||Jan 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1991|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management1,806MILLIONS
Total Number of Accounts9,587ACCOUNTS
Average Account Value$188,339
- 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)
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, VI, VT, WA, WI, WV