Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman Meyerhans is a financial advisor with Stifel, Nicolaus & Company, Inc. Roman has been in the industry since 2002 and has a broad range of experience. Roman holds Series 7, SIE, and Series 66 licenses, and is registered in multiple states. Roman is a highly experienced financial advisor with expertise in a variety of investment strategies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/27/2023 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
FL
09/06/2016 - 07/18/2023
RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)
FL
01/28/2014 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
09/22/2008 - 02/18/2014
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
10/22/2002 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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