Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Meyer is a financial advisor with over 20 years of experience in the financial services industry. Kevin is currently registered with CG Advisory Services and is also a registered representative of LPL Financial. Kevin has a strong background in providing investment advice to individuals, businesses, and charitable organizations. Kevin has experience in financial planning, portfolio management, and retirement planning. Kevin is committed to providing his clients with personalized financial advice that helps them 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.
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2
MI
12/20/2022 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
04/06/2020 - 04/22/2022
RAYMOND JAMES & ASSOCIATES, INC. (TROY MI)
MI
07/29/2015 - 03/23/2020
ONEAMERICA SECURITIES, INC. (Brighton MI)
MI
03/05/2009 - 07/28/2010
ING FINANCIAL PARTNERS, INC. (ANN ARBOR MI)
MI
06/28/2007 - 04/15/2008
ING FINANCIAL PARTNERS, INC. (ANN ARBOR MI)
MI
02/08/1999 - 12/08/2005
USALLIANZ SECURITIES, INC. (ANN ARBOR MI)
CA
12/17/1998 - 01/05/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NJ
07/15/1997 - 09/10/1998
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
01/30/1997 - 07/15/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 03/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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