Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Harris Meyers is a financial advisor with over 39 years of experience in the financial services industry. Nick is a Certified Financial Planner and has a Series 63, Series 7, Series 62, Series 22, and Series 6 license. Nick is currently registered with LPL Financial LLC in Cherry Hill, NJ. Nick has worked with clients in a variety of industries, including insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Nick specializes in financial planning, portfolio management, pension consulting, and educational seminars. Nick is committed to providing his clients with personalized financial advice and guidance to help 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.
Consulting and other non-discretionary advisory services
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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NJ
05/02/2024 - Present
LPL Financial LLC (CHERRY HILL NJ)
NJ
06/01/1998 - 05/02/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
IN
01/03/2002 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
06/05/1984 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 06/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/07/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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