Unclaimed
Scott Christopher Meyer is a financial advisor registered with Merit Financial Advisors, located in Alpharetta, GA. Scott is also registered in Louisiana and North Carolina, as well as Texas where he holds a resident registration. Scott has a strong track record of providing financial advice to individuals, families, corporations, and charitable organizations. He offers a range of services, including financial planning, investment management, and portfolio management. Scott is committed to providing his clients with personalized advice that meets their specific needs. Scott has been in the financial industry since 2007 and has a Series 7, Series 31, and SIE license. He is also a Registered Investment Advisor.
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.
Consulting fees
1
2
GA
03/07/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
11/27/2013 - 08/16/2024
LPL FINANCIAL LLC (ROSWELL GA)
GA
02/08/2013 - 11/27/2013
FINANCIAL TELESIS INC (ALPHARETTA GA)
CO
08/08/2011 - 02/08/2013
PARSONEX SECURITIES, INC. (ENGLEWOOD CO)
GA
06/01/2011 - 07/26/2011
PFS INVESTMENTS INC. (MACON GA)
GA
06/01/2009 - 05/18/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
04/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 03/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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