Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Osborn Meier is a financial advisor with Packerland Brokerage Services, Inc. in GREEN BAY, WI. John has been a registered representative for over 20 years. John's prior experience includes working for Thrivent Investment Management Inc. in APPLETON, WI. John is a Series 6, 7, 26, 28, 63, 99TO, and SIE licensed advisor.
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.
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
04/09/2014 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
09/19/2002 - 11/24/2009
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 02/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2015
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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