Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Meyer is a financial advisor with Stephens in DALLAS, TX. Charles is a licensed and registered financial advisor. Charles has been in the industry since 2015. Charles holds Series 7TO, SIE, and Series 79 licenses. Charles is also registered in Arkansas and Texas. Charles has a history of working with UBS Securities LLC and BNP Paribas Securities Corp. Charles specializes in investments for high-net-worth individuals, corporations, and other businesses.
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.
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
TX
02/04/2020 - Present
Stephens (DALLAS TX)
TX
01/09/2018 - 10/28/2019
UBS SECURITIES LLC (HOUSTON TX)
TX
11/10/2014 - 06/26/2017
BNP PARIBAS SECURITIES CORP. (HOUSTON TX)
BC
Issued 01/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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