Unclaimed
Christopher Meyer is a financial advisor with Raymond James Financial Services Advisors, Inc. Christopher has been in the financial services industry since 1998, and holds licenses to provide financial advice in 18 states and the District of Columbia. Christopher is a Certified Financial Planner. Christopher also works with The Commerce Company. Christopher has extensive experience working with high-net-worth individuals, corporations, and other businesses. Christopher's practice is focused on providing financial planning, portfolio management, and investment advisory services. Christopher is committed to providing clients with personalized financial advice that is tailored to their individual needs and 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
05/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
OR
11/06/2003 - 02/26/2018
U.S. BANCORP INVESTMENTS, INC. (PORTLAND OR)
MT
11/01/2002 - 10/17/2003
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
04/13/2000 - 10/04/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/14/1998 - 04/11/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MT
03/04/1998 - 09/14/1998
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 04/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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