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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Meyer is a financial advisor with Wealthpenn.comllc and has been in the industry since August 30, 2002. Christopher Meyer has a broad range of experience in the industry, including previous roles with UBS Financial Services Inc., Cambridge Investment Research, Inc., and HUB International Investment Services Inc.. Christopher Meyer holds multiple licenses and registrations, including Series 7, 10, 24, 55, 63, 66 and SIE. Christopher Meyer is registered with the state of Illinois and Texas as a registered representative and an investment advisor representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
IL
12/21/2022 - Present
Wealthpenn.comllc (Chicago IL)
IL
09/28/2021 - 11/09/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chicago IL)
MO
08/09/2022 - 10/26/2022
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
IL
04/21/2017 - 09/15/2021
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
01/07/2013 - 11/25/2016
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
02/13/2002 - 01/21/2014
G1 EXECUTION SERVICES, LLC (CHICAGO IL)
IL
06/19/2002 - 09/30/2006
E*TRADE CAPITAL MARKETS - EXECUTION SERVICES LLC (CHICAGO IL)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/6/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/7/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/2/2002
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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