Unclaimed
Griffin George Meyers is an investment advisor representative with Ameriprise Financial Services, LLC. Griffin has been in the industry since August 18, 2002. Griffin is registered with FINRA and has a Series 6, 7, 9, 10, 63, and 65 license. Griffin holds a Uniform Combined State Law Examination (Series 66) and is registered in Washington. Griffin has experience with TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., Liberty Financial Investments, Inc., Colonial Investment Services, Inc., and Simmers Capital Management Corporation. Griffin specializes in portfolio management for individuals and businesses, financial planning, asset allocation services, and pension consulting.
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.
Asset allocation services
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.
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2
WA
02/24/2014 - Present
Ameriprise Financial Services, LLC (RENTON WA)
NE
10/31/2003 - 09/27/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
11/11/1997 - 10/20/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
05/23/1997 - 11/05/1997
LIBERTY FINANCIAL INVESTMENTS, INC. (BOSTON MA)
MA
01/15/1997 - 05/14/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
AZ
09/09/1996 - 10/14/1996
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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