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 registered investment advisor representative with Oppenheimer & Co. Inc. and has been in the industry since January 17, 2005. She holds Series 7, Series 63 and Series 65 licenses and has been registered in multiple states, including Missouri, Texas, Illinois, Florida, Oklahoma, Colorado and Nevada. Carrie Lynn Meyer has prior experience at Citigroup Global Markets Inc. and SunAmerica Securities, Inc. Oppenheimer & Co. Inc. is a full-service investment firm that provides a variety of financial services to individuals, businesses, and institutions. Carrie Lynn Meyer has a strong track record of providing personalized financial advice and investment management services to clients.
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 1/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
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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