Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Meyer is an investment advisor representative currently registered with Greenfield Seitz Capital Management, LLC. Eric has been in the industry since 1996. Eric has a Series 7, Series 63 and Series 65. Previously, Eric was an advisor at Raymond James & Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
11/09/2009 - Present
Greenfield Seitz Capital Management, LLC (DALLAS TX)
TX
03/24/2005 - 09/21/2009
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
NY
11/04/2002 - 03/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
08/28/2002 - 09/18/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
01/26/1996 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Meyer is the right advisor for you? Invested Better is here to help.
