Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Hamilton Meyer is a financial advisor registered with UBS Financial Services Inc. in Minneapolis, Minnesota. William has been working in the financial industry since 1977 and has a wealth of experience serving a diverse clientele, including individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. William offers a variety of financial services, including investment management, financial planning, pension consulting, educational seminars, and publication of periodicals. William holds licenses to conduct securities and investment advisory business in various states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
01/31/1980 - Present
UBS Financial Services Inc. (MINNEAPOLIS MN)
NA
09/01/1977 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Meyer is the right advisor for you? Invested Better is here to help.
