Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Meyers is an active investment advisor with a long history in the financial services industry. Harold is currently registered with Stifel, Nicolaus & Company, Inc. and has previously held positions at several other firms including Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Harold has a broad range of experience in the financial services industry and has held various roles over the years. Harold's experience includes working with a variety of clients including individuals, corporations, and institutions. Harold offers a range of financial services including financial planning, portfolio management, and retirement planning.
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
CA
07/09/2009 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
01/01/2008 - 07/10/2009
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
12/05/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEVERLY HILLS CA)
CA
07/11/2001 - 12/17/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/14/1997 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
NY
03/30/1995 - 12/19/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
06/26/1995 - 07/28/1995
MEYERS SECURITIES CORPORATION (ROCHESTER NY)
NY
02/24/1978 - 03/24/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
01/20/1978 - 03/10/1978
LOEB PARTNERS
NA
01/04/1977 - 01/20/1978
LOEB RHOADES & CO. INC.
NA
05/16/1974 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
03/12/1969 - 04/21/1974
SHEARSON, HAMMILL & CO., INCORPORATED
BC
Issued 10/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1978
Series 41 - NYSE Allied Member Examination
BC
Issued 02/21/1958
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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