Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Meyer is a wealth advisor with over 15 years of experience in the financial industry. He is currently registered with Mercer Global Advisors Inc. and Integrated Advisors Network LLC. Paul has held various roles throughout his career, including positions with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., Goldman, Sachs & Co., and Levco Securities, Inc. Paul holds Series 3, 7, 63, 65, and 66 securities licenses. He is also a director of the Evans Scholars Foundation, a non-profit that provides college scholarships to caddies. Paul specializes in providing financial planning and investment advice to individuals, families, and businesses. He also provides trust services, estate planning, tax return preparation, and consultation services.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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WA
04/03/2024 - Present
Mercer Global Advisors Inc. (Seattle WA)
WA
10/01/2008 - 10/10/2018
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
06/20/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SEATTLE WA)
NY
11/15/2004 - 03/20/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/21/2002 - 10/04/2004
LEVCO SECURITIES, INC. (NEW YORK NY)
ME
04/09/2001 - 04/02/2002
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
07/27/1995 - 04/09/2001
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
08/21/1985 - 07/12/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 07/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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