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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allen Meyer is a financial advisor with over 20 years of experience in the industry. Jeffrey has worked with Seacrest Investment Management, LLC and Seacrest Wealth Management, LLC and has a wide range of experience in investment advisory and financial planning. Jeffrey holds the Series 7, Series 31, Series 63, Series 65, Series 66, and SIE licenses and is a Certified Financial Planner™ and Chartered Financial Analyst®. Jeffrey has a strong commitment to providing clients with personalized financial advice and services, and is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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
SD
09/19/2017 - Present
Seacrest Investment Management, LLC (Rapid City SD)
SD
04/02/2007 - 06/12/2008
MORGAN STANLEY & CO. INCORPORATED (RAPID CITY SD)
SD
09/11/2002 - 04/02/2007
MORGAN STANLEY DW INC. (RAPID CITY SD)
NY
06/19/1997 - 02/04/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
12/12/1995 - 01/10/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/11/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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