Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Meers is a registered representative with BMO Capital Markets Corp., located in Chicago, Illinois. David has been in the securities industry since August 10, 2014 and is licensed to provide securities services in 52 states. David holds Series 7, 79TO, and SIE licenses and is registered with FINRA. The firm, BMO Capital Markets Corp., has been in business for a long time and manages a large portfolio of assets, including those of individuals and pooled investment vehicles. BMO Capital Markets Corp. also provides securities trading ideas and research to its clients.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
1
2
IL
08/11/2014 - Present
BMO Capital Markets Corp. (CHICAGO IL)
BC
Issued 04/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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