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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you C? Claim Your ProfileC W Meyers is a financial advisor with Fidelity Personal And Workplace Advisors. C W Meyers has been in the industry since 1989. C W Meyers has licenses in multiple states including Illinois, Indiana, Kansas, Massachusetts, Minnesota, Missouri, Nebraska, Texas, Utah, and Wisconsin. C W Meyers specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. C W Meyers has experience working with clients that include individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Fidelity Personal And Workplace Advisors is a firm with a team of licensed agents, investment advisor representatives, and registered representatives. Fidelity Personal And Workplace Advisors manages approximately $1 billion - $10 billion in assets and has a client count of 13624.
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.
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.
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2
IL
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
NY
06/20/1989 - 10/28/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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