Unclaimed
Edith Grant Meyer is a financial advisor with over 14 years of experience in the industry. Edith is currently registered with Commonwealth Financial Network in Carnegie, Pennsylvania, where she primarily serves individuals and families. Edith has held positions at several well-known firms including LPL Financial and Raymond James Financial Services. Edith is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Edith has experience in areas including portfolio management, financial planning, pension consulting and educational seminars.
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
PA
08/07/2020 - Present
Commonwealth Financial Network (Carnegie PA)
PA
08/07/2020 - 07/03/2023
COMMONWEALTH FINANCIAL NETWORK (Wexford PA)
PA
08/06/2015 - 08/17/2020
LPL FINANCIAL LLC (CARNEGIE PA)
OH
04/17/2013 - 07/28/2015
WESBANCO SECURITIES, INC. (ST CLAIRSVILLE OH)
PA
10/08/2008 - 04/18/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
BOTH
Issued 07/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edith Meyer is the right advisor for you? Invested Better is here to help.