Unclaimed
Paul Thomas Myers is a financial advisor with Edward Jones. Paul has been in the financial services industry since 2012 and has been with Edward Jones since January 2012. Paul has earned his Series 7, Series 9, Series 10, Series 24, and Series 66 licenses and has a strong track record of providing personalized financial advice to individuals and families. Paul offers financial planning, portfolio management, and retirement planning services. Paul is a licensed investment advisor representative in Missouri. He is also registered in Arkansas, Colorado, Florida, Massachusetts, Michigan, Ohio, Pennsylvania, Utah, and West Virginia.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
04/23/2012 - Present
Edward Jones (ST CHARLES MO)
BOTH
Issued 02/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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