Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Foushee Meyer is a financial advisor with Robert W. Baird & Co. Inc. Carol has over 20 years of experience in the financial services industry. Carol has a wide range of experience in providing financial advice to individuals, families, and businesses. Carol is registered to provide investment advice in a variety of states and is committed to providing her clients with personalized financial planning and investment management services.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
08/30/2023 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
IN
03/27/2009 - 08/03/2012
WELLS FARGO ADVISORS, LLC (NEW ALBANY IN)
IN
03/16/2000 - 04/09/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ALBANY IN)
KY
10/03/1994 - 05/06/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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