Ioannis Meras
CRD Number: 1298436Current 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 32 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Meras Financial | San Jose, CA | Apr 2015 - Current | 9 |
Meras Financial | San Jose, CA | Apr 2015 - Current | 9 |
United Planners' Financial Services | Scottsdale, AZ | Nov 2008 - Current | 15 |
Ioannis K. Meras | San Jose, CA | Nov 2008 - Current | 15 |
Ioannis K. Meras | San Jose, CA | Mar 2017 - Jul 2019 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1991 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, WY
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