Unclaimed
Edward Tobin Meisenheimer is an Investment Advisor Representative at Lasalle St. Investment Advisors, LLC. Edward has been in the financial industry since 1999 and has a strong track record of helping clients achieve their financial goals. Edward specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Edward holds the Series 7, 63, 65, and 24 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
08/02/2023 - Present
Lasalle ST. Investment Advisors, LLC (Lawrence MI)
IL
02/08/2011 - 10/27/2022
LASALLE ST SECURITIES, L.L.C. (WARRENVILLE IL)
IL
04/09/2002 - 02/11/2011
QA3 FINANCIAL CORP. (NAPERVILLE IL)
NE
11/02/1999 - 04/09/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
03/19/1999 - 10/27/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
02/01/1999 - 03/04/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 09/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Edward Meisenheimer is the right advisor for you? Invested Better is here to help.