Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Lynn Meyer is a financial advisor at Oppenheimer & Co. Inc. Carrie has been in the industry since 2003 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Carrie holds Series 63, 65, and 7 licenses, as well as the SIE exam. She has previously worked at Citigroup Global Markets Inc. and SunAmerica Securities, Inc. Carrie is registered in several states, including Missouri, Texas, Arizona, Colorado, Florida, Illinois, Nevada, and Oklahoma. She specializes in working with individuals, businesses, corporations, retirement plans, pooled investment vehicles, high net worth individuals, and charitable organizations. Carrie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
1
2
MO
08/02/2018 - Present
Oppenheimer & Co. Inc. (ST. LOUIS MO)
NY
10/25/2004 - 09/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
AZ
12/20/2003 - 10/08/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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