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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dennis Meyers is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with LPL Financial LLC and has been with the firm since 2007. Prior to that, Stephen worked at various firms including CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., GATEWAY INVESTMENT SERVICES, INC., and T. ROWE PRICE INVESTMENT SERVICES, INC. Stephen holds Series 6, 7, 24, 63 and 66 licenses. Stephen provides financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Stephen is registered in Alabama, Arizona, California, Florida, Georgia, Maine, Nevada, New Jersey, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/02/2007 - Present
LPL Financial LLC (FOUNTAIN VALLEY CA)
CA
10/16/2003 - 03/09/2007
CITICORP INVESTMENT SERVICES (FOUNTAIN VALLEY CA)
CA
08/26/1999 - 10/08/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IL
08/15/1994 - 09/08/1999
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
MD
03/31/1992 - 07/27/1994
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
07/10/1989 - 08/21/1991
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NA
08/24/1987 - 03/08/1988
PRUCO SECURITIES CORPORATION
BOTH
Issued 05/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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