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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Robert Meyer is a financial advisor at UBS Financial Services Inc. Douglas has been in the financial services industry since August 1987. Douglas is registered with FINRA, Series 7, Series 6, Series 9, Series 10, and Series 63, and holds a Series 65. Douglas has experience in providing financial advice to individuals, corporations, and other entities. Douglas's practice specializes in helping clients with investments, retirement planning, and estate planning. Prior to UBS Financial Services Inc., Douglas was a financial advisor at MORGAN KEEGAN & COMPANY, INC. and CARILLON INVESTMENTS, INC.
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.
See schedule d - miscellaneous
1
2
TN
12/07/2007 - Present
UBS Financial Services Inc. (MEMPHIS TN)
TN
07/23/1998 - 12/10/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
OH
08/26/1987 - 07/16/1998
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 08/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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