Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Meyeres is an investment advisor with Newedge Advisors. Rick has been in the financial industry since 1988. Rick has a series 6, 7, 63, and 65 licenses. Rick has been registered with Newedge Advisors since 2021. Rick is a registered investment advisor in California and Texas. In addition to being registered with Newedge Advisors, Rick is also registered with FINRA. Rick's prior experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, NRP Financial, Inc., Prudential Investment Management Services LLC, and Pruco Securities Corporation. Rick has worked in the financial industry for over 30 years and has experience in both investment advisory and brokerage services. Rick has a strong background in providing financial advice to individuals, families, and businesses.
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.
1
2
CA
11/01/2021 - Present
Newedge Advisors (BAKERSFIELD CA)
CA
08/26/2010 - 03/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
CA
07/01/2008 - 03/05/2010
NRP FINANCIAL, INC. (BAKERSFIELD CA)
NJ
02/09/1999 - 10/23/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
01/23/1987 - 02/18/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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