Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Meyers is a financial advisor with over 20 years of experience in the industry. Irene is registered with both Gateway Wealth Partners, LLC and LPL Financial, LLC, providing investment advisory services to individuals, businesses, and charitable organizations. Irene Meyers specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
WI
10/06/2022 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
MO
08/31/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (Hannibal MO)
MO
05/23/2005 - 08/31/2012
MONEY CONCEPTS CAPITAL CORP (PALMYRA MO)
MA
02/14/2005 - 05/24/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/14/2005 - 05/24/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/15/2004 - 01/27/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/15/2004 - 01/27/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
10/09/2000 - 01/27/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 09/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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