Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Meyer is a financial professional with over 18 years of experience in the industry. Philip is currently registered with Stonex Financial Inc. and has previously worked with TRADEBOT SYSTEMS, INC., GEORGE K. BAUM CAPITAL ADVISORS, INC., and GEORGE K. BAUM & COMPANY. Philip holds the Series 7, Series 66, and Series 79TO licenses and is a licensed investment advisor representative in the state of Missouri.
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.
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.
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2
MO
07/16/2020 - Present
Stonex Financial Inc. (KANSAS CITY MO)
MO
02/28/2017 - 12/20/2018
TRADEBOT SYSTEMS, INC. (KANSAS CITY MO)
MO
01/26/2012 - 02/27/2017
GEORGE K. BAUM CAPITAL ADVISORS, INC. (KANSAS CITY MO)
MO
09/06/2002 - 02/21/2012
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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