Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Marie Meyers has been in the financial services industry since 1990. Lillian is a Certified Financial Planner™ and has been providing financial planning and investment advice to individuals, families, and businesses in the Sonoma area for over 20 years. Lillian is the president and sole owner of Meyers Financial, Inc. and holds the following licenses: Series 6, 7, 24 and 63. Lillian is also a Certified Divorce Financial Analyst. Her firm, Meyers Financial Services, is a registered investment advisor with the state of California.
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.
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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CA
01/03/2006 - Present
Meyers Financial Services (SONOMA CA)
CA
06/03/2013 - 12/31/2016
GIRARD SECURITIES, INC. (SONOMA CA)
CA
08/18/2004 - 06/04/2013
COMMONWEALTH FINANCIAL NETWORK (SONOMA CA)
TX
07/02/1990 - 08/26/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 10/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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