Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Benjamin Meyer is a registered Investment Advisor Representative with Capital Client Group, Inc., and has been in the financial services industry since 2009. Meyer is registered in several states, including California, Texas, Florida, Georgia, and North Carolina. Meyer holds several securities licenses, including Series 7, Series 6, Series 63, and Series 65. Meyer's previous employment was with EDWARD JONES.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CA
11/02/2021 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
AZ
09/25/2009 - 03/28/2012
EDWARD JONES (PHOENIX AZ)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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