Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jerome Meyer is a financial advisor with over 5 years of experience in the financial services industry. Chad is currently registered with Arvest Wealth Management in Fayetteville, AR. Chad has previously held positions with FIRST HORIZON ADVISORS, INC. and ALLSTON TRADING LLC. Chad holds the Series 66, Series 24, Series 7, Series 56, and SIE licenses. Chad specializes in working with individuals, high-net-worth individuals, corporations, trusts, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
08/21/2024 - Present
Arvest Wealth Management (FAYETTEVILLE AR)
TN
03/19/2019 - 07/29/2024
FIRST HORIZON ADVISORS, INC. (MEMPHIS TN)
IL
03/29/2013 - 11/07/2013
ALLSTON TRADING LLC (CHICAGO IL)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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