Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Meyer is a financial advisor with over 40 years of experience in the industry. Robert holds the Series 65, Series 1, Series 40, and Series 16 licenses. Robert has previously worked for Fahnestock & Co., Inc., Normandy Securities Incorporated, MB Securities Inc., and Fahnestock International Inc.. Currently, Robert is an investment advisor representative of Corient, providing portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
02/17/2023 - Present
Corient (New York NY)
NJ
12/10/1990 - 11/27/2000
PVR SECURITIES, INC. (PRINCETON NJ)
NY
04/13/1988 - 01/09/1989
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
08/07/1986 - 04/13/1988
FAHNESTOCK INTERNATIONAL INC. (NEW YORK NY)
NA
07/08/1983 - 08/04/1986
MB SECURITIES INC.
NA
01/11/1977 - 05/08/1978
NORMANDY SECURITIES INCORPORATED
NA
06/06/1966 - 02/04/1977
H. C. WAINWRIGHT & CO.
IA
Issued 07/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1976
F04 - Financial Principal Examination
BC
Issued 01/28/1971
Series 40 - Registered Principal Examination
BC
Issued 08/12/1976
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 06/03/1966
Series 1 - Registered Representative Examination
Active
Inactive
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