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Meyer Shields

Keefe, Bruyette & Woods, Inc.

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About Meyer Shields

Meyer Shields is a financial advisor with Keefe, Bruyette & Woods, Inc. Meyer has been in the securities industry since January 17, 2001. Prior to joining Keefe, Bruyette & Woods, Inc. Meyer worked at Stifel, Nicolaus & Company, Incorporated, Legg Mason Wood Walker, Incorporated and J.P. Morgan Securities Inc.. Meyer is licensed to sell securities in Maryland.

Firm Information

Meyer Shields is currently registered with Keefe, Bruyette & Woods, Inc.. Keefe, Bruyette & Woods, Inc. is a Corporation, formed in 1962, that is registered in all 50 states and the District of Columbia, plus Puerto Rico. The firm has been approved by the SEC and has been involved in 17 Regulatory Events and 1 Bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Meyer Shields’s Registration & Firm History

MD

02/15/2013 - Present

Keefe, Bruyette & Woods, Inc. (BALTIMORE MD)

MD

12/01/2005 - 03/12/2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)

MD

05/03/2004 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

07/13/2001 - 04/28/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

MD

12/22/2000 - 06/19/2001

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BC

Issued 08/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/12/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Meyer Shields.
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