Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl James Meyers is a registered investment advisor representative with Raymond James & Associates, Inc. Carl has been in the financial services industry since 1982 and has extensive experience in providing financial advice. Carl holds several professional licenses including Series 3, 7, 24, 63, and 65. Carl is licensed to provide financial advice in several states, including Michigan, Florida, California, Arizona, and Illinois. Carl's focus is on providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/12/2010 - Present
Raymond James & Associates, Inc. (PLYMOUTH MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
07/13/1990 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NJ
01/25/1982 - 07/17/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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