Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Meeker is a financial professional with over 28 years of experience in the financial services industry. David is currently a Registered Representative with Charles Schwab & CO., Inc. David has held prior roles with Barron Chase Securities, Inc. Columbus Financial, Inc. and Chatfield Dean & Co., Inc.. David is licensed in 51 states and holds the Series 63, Series 10, Series 9, Series 8, SIE and Series 7. David is a financial planner with expertise in providing financial planning services. David is available to help with financial planning services and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
04/23/1996 - Present
Charles Schwab & CO., Inc. (St Louis MO)
FL
04/04/1995 - 03/21/1996
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
CA
11/16/1994 - 12/21/1994
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
CO
10/25/1993 - 01/25/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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