Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip John Meyer is a financial advisor with Stifel, Nicolaus & Company, Inc. in SOUTHLAKE, TX. Phillip has been in the financial services industry since 1998 and has experience in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Phillip is also a registered investment advisor in Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHLAKE TX)
TX
02/03/2003 - 10/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
PA
10/16/2001 - 01/16/2003
TURNER INVESTMENT DISTRIBUTORS, INC. (JENKINTOWN PA)
PA
03/08/2001 - 10/01/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IL
05/10/2000 - 01/29/2001
NUVEEN INVESTMENTS (CHICAGO IL)
NY
06/08/1998 - 03/15/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/08/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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