Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert (ernie)? Claim Your ProfileRobert Meyers is an investment professional with over 30 years of experience in the financial services industry. Robert is currently registered with Wells Fargo Clearing Services, LLC in Missouri and has previously held positions at A. G. Edwards & Sons, Inc., Boatmen's Investment Services, Inc., and Commerce Brokerage Services, Inc. Robert has a diverse range of experience and holds licenses including Series 7, 63, 65, and 27. Robert provides financial planning and portfolio management for a wide range of clients including individuals, businesses, and trusts.
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.
Investment consulting services to institutional clients
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.
1
2
MO
11/08/2019 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
02/03/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
08/03/1992 - 02/03/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
09/27/1991 - 08/28/1992
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MO
09/02/1986 - 10/10/1989
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
Issued 11/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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