Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waqar? Claim Your ProfileWaqar Kasim Meyer is a financial advisor associated with LPL Financial LLC, a large financial services company. Waqar has been in the financial services industry since 2019, working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He holds Series 7, 63, and 65 licenses, as well as the SIE exam, demonstrating a comprehensive understanding of the financial markets and investment strategies. Waqar has experience in various financial services areas, including investment management, financial planning, and property and casualty insurance. Waqar is dedicated to helping clients achieve their financial goals through personalized guidance and tailored solutions.
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.
1
2
TX
12/01/2020 - Present
LPL Financial LLC (AUSTIN TX)
TX
02/13/2020 - 12/01/2020
FIRST ALLIED SECURITIES, INC. (AUSTIN TX)
BC
Issued 06/06/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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