Unclaimed
Brian John Meyer is a financial advisor who is currently registered with Bradley Woods & Co. Ltd.. Brian has been working in the industry since March 6, 2004. He holds Series 7, SIE, and Series 79TO licenses and has passed the Uniform Securities Agent State Law Examination. Brian has held positions at Lazard Freres & Co. LLC, Thomas Weisel Partners LLC, and Barnett & Partners Advisors, LLC.
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.
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.
1
2
NY
05/14/2010 - Present
Bradley Woods & Co. Ltd. (NEW YORK NY)
NY
05/07/2004 - 06/15/2004
BARNETT & PARTNERS ADVISORS, LLC (NEW YORK NY)
CA
03/19/1999 - 11/01/2001
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
09/19/1995 - 03/01/1999
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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