Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Meyer is a financial advisor with over 40 years of experience in the industry. William has been with Cutter & Company, Inc. since March 1986, and has experience working at several other firms. William holds the following licenses: Series 4, 6, 7, 24, 27, 31, 52TO, 53, 63, 79TO, 86, 87, 99TO, and SIE. William is also a Chartered Financial Consultant. William provides services in financial planning, portfolio management for individuals and businesses, and selection of other advisors. William is registered in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New York, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Tennessee, Texas, and Wisconsin.
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.
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.
1
2
MO
04/01/2013 - Present
Cutter & Company, Inc. (BALLWIN MO)
NA
05/13/1988 - 10/04/1988
B.C. CHRISTOPHER SECURITIES CO.
NA
06/12/1986 - 06/06/1988
M.S. KERNS INVESTMENTS, INC.
NA
02/12/1985 - 06/20/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
02/13/1982 - 02/27/1985
NML EQUITY SERVICES, INC.
NA
05/31/1984 - 02/08/1985
FINANCIAL MANAGEMENT GROUP,INC.
BC
Issued 06/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/02/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/1988
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/14/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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