Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas J. Meyer has been a registered investment advisor since 2007. Thomas is a Series 6, 7, 63 and 65 licensed professional. Thomas J. Meyer has a history of working with both retail and institutional clients. Currently, Thomas is working with Strategic Financial Concepts, LLC, where he is registered as an Investment Advisor Representative. In the past, Thomas has also been employed by LPL Financial LLC. His primary office is located in Metairie, Louisiana. Thomas has over 23 years of experience in the financial industry.
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.
General consulting and business planning 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.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
LA
09/04/2013 - Present
Strategic Financial Concepts, LLC (METAIRIE LA)
LA
06/20/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (METAIRIE LA)
LA
10/01/2002 - 06/27/2008
AMERICAN GENERAL SECURITIES INCORPORATED (METAIRIE LA)
TX
04/19/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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