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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Stanley Meyers is a financial advisor with over 30 years of experience in the industry. Paul is registered with LPL Financial LLC and provides investment advisory services to individuals, businesses, corporations, pension plans, and charitable organizations. Paul has worked with several financial institutions throughout his career, including Woodbury Financial Services, Inc., LPL Financial Corporation, Wealth Enhancement Brokerage Services, LLC, Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul has held various roles, including financial advisor, registered representative, and investment advisor. Paul holds several licenses and certifications, including Series 7, Series 63, and Series 65. Paul is passionate about helping clients 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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2
ND
02/11/2025 - Present
LPL Financial LLC (FARGO ND)
ND
06/11/2010 - 12/11/2019
WOODBURY FINANCIAL SERVICES, INC. (FARGO ND)
ND
08/18/2008 - 06/15/2010
LPL FINANCIAL CORPORATION (FARGO ND)
MN
08/27/2008 - 04/06/2010
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
ND
07/31/1993 - 09/04/2008
CITIGROUP GLOBAL MARKETS INC. (FARGO ND)
NY
07/14/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/09/1991 - 06/05/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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