Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Joseph Myers is a financial professional with over 30 years of experience in the industry. Warren is currently registered with Osaic Wealth, Inc. in Arizona. Prior to this, Warren was registered with Woodbury Financial Services, Inc. in Arizona. Warren has a broad range of experience, having worked with a variety of firms and serving clients in several states. Warren is licensed to offer investment advice in Arizona, California, Florida, and New York. Warren holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Warren offers financial planning, portfolio management, and investment advisory services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SAN MANUEL AZ)
AZ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SAN MANUEL AZ)
AZ
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (SAN MANUEL AZ)
AZ
04/08/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (SAN MANUEL AZ)
MN
02/07/2001 - 03/25/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
01/29/1998 - 02/07/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
02/01/1996 - 12/31/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
02/26/1992 - 02/01/1996
BANC ONE ARIZONA INVESTMENT SERVICES CORPORATION
IA
Issued 09/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Warren Myers is the right advisor for you? Invested Better is here to help.
