Unclaimed
Myra Lou Mayer is a financial advisor with over 30 years of experience in the industry. Currently, Myra is registered with Oppenheimer & Co. Inc., and holds a Series 65, Series 63, Series 7, and SIE license. Myra is also a Chartered Financial Analyst (CFA). Myra has been registered with the state of Texas as an Investment Advisor Representative since 2016. Myra previously worked at CIBC World Markets Corp. from 1989 until 2003. Myra is available to provide a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Myra's experience and qualifications make her well-suited to provide financial advice to a wide range of clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
03/21/2016 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
NY
10/25/1989 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 03/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Myra Mayer is the right advisor for you? Invested Better is here to help.