Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac K. Meyers is an investment advisor representative with Ameritas Advisory Services, LLC. He is also an agent for Central Ohio Financial Management Group. Isaac has been working in the financial industry since July 6, 2016. He holds Series 6, 63, and SIE licenses. Prior to joining Ameritas Advisory Services, LLC, Isaac worked at Fifth Third Securities, Inc. Isaac is registered in Colorado, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Michigan, New Jersey, North Carolina, Ohio, Oklahoma, Texas, and Virginia. Isaac specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. He also offers portfolio management for businesses and 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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (WORTHINGTON OH)
OH
06/22/2016 - 01/09/2017
FIFTH THIRD SECURITIES, INC. (PICKERINGTON OH)
BC
Issued 07/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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