Unclaimed
Claus Meyer is a financial advisor with over 20 years of experience in the industry. Claus is a registered representative with Raymond James & Associates, Inc. based in Medina, OH. Prior to joining Raymond James & Associates, Claus was with Edward Jones in Brunswick, OH. Claus has a broad range of experience working with a variety of clients including individuals, corporations, trusts and estates, high-net-worth individuals and institutional investors.
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.
Please see note in schedule d - miscellaneous
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
OH
07/24/2023 - Present
Raymond James & Associates, Inc. (MEDINA OH)
OH
03/26/2004 - 06/15/2012
EDWARD JONES (BRUNSWICK OH)
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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