Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Meyers is a financial advisor with over 18 years of experience in the industry. Robert is currently registered with Ameriprise Financial Services, LLC and holds Series 6, 7, and 66 licenses. Robert's previous firms include LaSalle St Securities, L.L.C., Edward Jones, and PFS Investments Inc. Robert offers various financial services including financial planning, portfolio management, and educational seminars. Robert specializes in working with high-net-worth individuals, trusts and estates, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. Robert is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Asset allocation services
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.
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2
IL
12/18/2020 - Present
Ameriprise Financial Services, LLC (Frankfort IL)
IL
10/19/2018 - 12/04/2020
LASALLE ST SECURITIES, L.L.C. (FRANKFORT IL)
IL
06/23/2005 - 10/22/2018
EDWARD JONES (FRANKFORT IL)
GA
07/23/1996 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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