Myrissa Nearman
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hattiesburg, MS 39402
Credentials
Series 63, Series 66
Industry experience
4 years
Myrissa Nearman is a financial advisor at Cetera with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Cetera since 2021 and has prior experience at TD Ameritrade and Regions Bank. Outside of her advisory role, she owns and operates a print-on-demand Etsy shop, maintains a travel blog, and is an Amazon affiliate influencer. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored models and third-party solutions.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
202 South 40 Th Ave
Hattiesburg, MS 39402
Mississippi
Cetera
2022 - Present (4 years)
Cetera Investment Services Llc
2021 - Present (5 years)
Regions bank
2021 - Present (5 years)
Metropolitan Community College
2021 - 2021 (1 year)
TD Ameritrade
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Alaska Shore Excursions
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
Carson pririe scott II inc Younkers department store
2018 - 2018 (1 year)
Wayne State College
2016 - 2019 (3 years)
Wayne State College
2016 - 2019 (3 years)
Wayne State College
2015 - 2019 (4 years)
Hy-Vee
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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