Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Eric Meyers is a financial professional with over two decades of experience in the financial services industry. Keith is currently registered with Stifel, Nicolaus & Company, Inc. and Keefe, Bruyette & Woods, Inc. Keith has a broad range of experience, including previous roles with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Keith holds the Series 7, 24, 63, 79TO and SIE licenses and has worked extensively in investment banking, portfolio management and financial planning. Keith is dedicated to providing individualized financial advice and guidance to help 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
11/09/2016 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
04/02/2012 - 09/20/2016
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
01/31/2006 - 04/02/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
FL
11/17/2000 - 04/18/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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