Unclaimed
Matthew Meurer is a registered representative with Park Avenue Securities LLC. Matthew has been in the financial industry since March 30, 2015. Matthew has experience working with clients in Alabama, Georgia, and Mississippi. Matthew's experience includes financial planning, educational seminars, and selection of other advisors. Matthew is currently registered with the following organizations: Park Avenue Securities LLC, Guardian Life Insurance Company of America. Matthew has passed the following exams: Series 63, Series 66, Series 7, Series 24, and SIE. Matthew's firm, Park Avenue Securities LLC, offers financial planning, educational seminars, and selection of other advisors. Matthew is a registered representative with Park Avenue Securities LLC and is not an investment 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.
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.
1
2
AL
08/22/2018 - Present
Park Avenue Securities LLC (HOOVER AL)
NY
09/05/2002 - 04/23/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
AZ
01/11/2002 - 04/23/2002
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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