Unclaimed
Andrew Meyers is a financial advisor with Stratos Wealth Partners, Ltd. based in Clinton, Iowa. Andrew has been in the financial industry since 2005. Andrew is a registered representative in 27 states and a registered investment advisor representative in 4 states. Andrew has been with Stratos Wealth Partners, Ltd. since 2014. Andrew previously worked with NYLIFE SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Andrew holds Series 6, 7, 63, and 66 licenses. Andrew specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
IA
03/30/2017 - Present
Stratos Wealth Partners, Ltd. (CLINTON IA)
IA
02/18/2011 - 08/29/2014
NYLIFE SECURITIES LLC (CLINTON IA)
IL
08/26/2005 - 02/17/2009
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
BOTH
Issued 03/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Meyers is the right advisor for you? Invested Better is here to help.