Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Meier is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with Raymond James Financial Services Advisors, Inc., working from their Cincinnati, OH office. Jeffrey has held previous positions with LPL FINANCIAL LLC, EDWARD JONES, TD AMERITRADE, INC., PROEQUITIES, INC., FIFTH THIRD SECURITIES, INC., and FIDELITY BROKERAGE SERVICES LLC. Jeffrey's areas of expertise include financial planning, pension consulting, and 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/30/2025 - Present
Raymond James Financial Services Advisors, Inc. (Cincinnati OH)
OH
03/01/2021 - 12/22/2021
LPL FINANCIAL LLC (CINCINNATI OH)
KY
07/08/2016 - 03/02/2021
EDWARD JONES (Florence KY)
OH
03/11/2014 - 08/02/2016
TD AMERITRADE, INC. (CINCINNATI OH)
OH
04/08/2009 - 03/19/2014
PROEQUITIES, INC. (CINCINNATI OH)
OH
05/19/2004 - 03/27/2009
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
09/03/1996 - 05/04/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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