Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Meyer is an investment advisor representative with Stifel, Nicolaus & Company, Inc. in Lake Forest, Illinois, working in the financial services industry since 1984. Donald Meyer holds the Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65 licenses and is registered to provide investment advice in Arizona, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, New York, Pennsylvania, South Carolina, Virginia, and Wisconsin. Stifel, Nicolaus & Company, Inc. is a full-service investment firm offering investment banking, brokerage, and wealth management services to individuals, corporations, and institutions.
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.
1
2
IL
05/16/2000 - Present
Stifel, Nicolaus & Company, Inc. (LAKE FOREST IL)
NJ
11/07/1988 - 04/30/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/22/1987 - 03/08/1989
MONARCH RESOURCES, INC.
NA
09/30/1985 - 07/18/1987
MANEQUITY, INC.
NA
07/27/1984 - 08/21/1985
HL SECURITIES, INC.
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
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 02/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
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
Not sure Donald Meyer is the right advisor for you? Invested Better is here to help.
