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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Jay Meyers is an Investment Advisor Representative associated with Grove Point Advisors, LLC. Philip has been in the securities industry since February 5, 1987. Philip has passed the Series 65, Series 63, Series 24, Series 52TO, Series 99TO, SIE and Series 7 exams. Philip is registered with the states of Arizona, California, Colorado, District of Columbia, Florida, Maine, Maryland, Massachusetts, New York, South Carolina, Texas, and Virginia. Philip is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Philip has been associated with Grove Point Advisors, LLC since April 2021 and previously worked for Grove Point Investments.
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.
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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MD
04/01/2021 - Present
Grove Point Advisors, LLC (Rockville MD)
IA
Issued 05/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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