Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Meyer is a financial professional with over 20 years of experience in the industry. William has been with Ameriprise Financial Services, LLC since March 2020. Prior to that, William was with ING FINANCIAL PARTNERS, INC. from June 2010 to December 2013. William is registered with the state of Minnesota and has a Series 6, 7, 63, and 66 license. William specializes in providing financial advice to individuals, families, and businesses. William holds the designation of Chartered Financial Consultant.
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.
Asset allocation 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.
1
2
MN
01/15/2016 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
06/10/2010 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (MINNEAPOLIS MN)
MN
06/07/2010 - 03/13/2013
ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)
MN
06/26/1998 - 11/11/2008
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
BOTH
Issued 01/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Meyer is the right advisor for you? Invested Better is here to help.
