Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Meyer is a financial advisor with Stratos Wealth Partners, Ltd. Robert has been in the industry for over 20 years and has a strong background in providing financial advice to individuals, families, and businesses. Robert is registered with the state of California, Louisiana, and Texas. Robert holds the Series 7, Series 31, Series 63 and Series 65 licenses. In addition to his experience as a financial advisor, Robert has also worked as an insurance agent.
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.
Percentage of assets under management with third party managers
1
2
CA
03/03/2016 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
03/09/2012 - 04/17/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
CA
02/20/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
NY
04/17/1998 - 03/02/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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