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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Meyers is a financial advisor registered with Wells Fargo Clearing Services, LLC. Chris has been in the industry since 1984. They have experience at various firms including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated and A. G. Edwards & Sons, Inc. Chris holds the Series 3, 7, 22 and 63 licenses. They are currently registered to provide investment advice in 26 states and provide securities services in 28 states. Chris Meyers is also registered as an Investment Advisor Representative in Oklahoma and Texas.
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.
Investment consulting services to institutional clients
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.
1
2
OK
06/29/2017 - Present
Wells Fargo Clearing Services, LLC (EDMOND OK)
OK
01/30/2009 - 07/17/2017
UBS FINANCIAL SERVICES INC. (OKLAHOMA CITY OK)
OK
09/15/2000 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
NY
01/04/1993 - 09/18/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
07/26/1989 - 01/07/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/30/1984 - 01/16/1989
BOGERT FUNDS INCORPORATED
IA
Issued 05/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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