Unclaimed
Reid August Meyer is a financial advisor who has been in the industry since May 2018. Reid is currently registered with Cetera Investment Advisers LLC in Minnesota and Texas. Reid has been working with clients in the Minnesota area for over 5 years, and has prior experience with Securian Financial Services, Inc. and CRI Securities, LLC. Reid offers a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting and selection of other advisors. Reid has the Series 66, Series 7 and SIE licenses and holds the Certified Financial Planner designation.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
06/01/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
06/01/2018 - 10/27/2021
CRI SECURITIES, LLC (MINNETONKA MN)
BOTH
Issued 8/7/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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