Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristi? Claim Your ProfileCristi L. Meyers is a financial professional with over 30 years of experience in the industry. Cristi has held various roles at reputable firms, including Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, VSR Financial Services, Inc., Securities America, Inc., LaSalle St Securities, L.L.C., Eisner Securities, Inc., Walnut Street Securities, Inc., and Indiana National Brokerage Services, Inc. Cristi is currently a registered representative with Concourse Financial Group Securities, Inc. Cristi specializes in providing a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and 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.
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2
AL
03/15/2018 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
IN
12/19/2014 - 11/30/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/19/2014 - 11/30/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IL
03/11/2008 - 09/15/2014
VSR FINANCIAL SERVICES, INC. (WORDEN IL)
IL
01/28/2002 - 03/04/2008
SECURITIES AMERICA, INC. (EDWARDSVILLE IL)
IL
10/01/2001 - 11/01/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
01/13/1998 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
NE
12/06/1996 - 12/03/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
05/27/1987 - 08/13/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
05/23/1986 - 04/14/1987
INDIANA NATIONAL BROKERAGE SERVICES, INC.
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1995
Series 4 - Registered Options Principal Examination
BC
Issued 03/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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