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William Emil Meyer

CRD# 1007090·Registered 1982 - 2002
Previously Registered: Being a previously registered professional could mean that William is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

William Emil Meyer, who also goes by Bill Meyer, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1982 - 2002. William had worked at 11 firms and has passed the Series 63, Series 7 and Series 4 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Meyer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

44 years in the financial services industry

Current & Past Employments

CLEARING SERVICES OF AMERICA, INC.·CRD# 23623
BD
St. Louis, MO
November 13, 1995 - September 4, 2002
CORNA SECURITIES, INC.·CRD# 28663
BD
Columbus, OH
July 25, 1994 - October 31, 1995
MARINER FINANCIAL SERVICES, INC.·CRD# 8292
BD
Largo, FL
January 23, 1992 - July 13, 1992
OMNI CAPITAL MARKETS, INCORPORATED·CRD# 23583
BD
April 8, 1991 - October 16, 1991
CAMELOT INVESTMENT CORP.·CRD# 21925
BD
November 9, 1990 - April 11, 1991
CORNA AND CO., INC.·CRD# 8124
BD
Columbus, OH
August 15, 1988 - September 13, 1990
EQUITABLE SECURITIES OF NEW YORK,INC.·CRD# 14583
BD
August 24, 1987 - August 8, 1988
WILLIAM SCOTT & CO. L.L.C.·CRD# 14979
BD
November 5, 1986 - September 1, 1987
DENTON & COMPANY, INCORPORATED·CRD# 1630
BD
December 6, 1985 - November 14, 1986
E. F. HUTTON & COMPANY INC·CRD# 235
BD
March 9, 1984 - January 8, 1986
FIRST SECURITIES CORPORATION OF COLUMBUS·CRD# 7923
BD
April 6, 1982 - November 24, 1982

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Current Firm

CS
CLEARING SERVICES OF AMERICA, INC.

CLEARING SERVICES OF AMERICA, INC. | CLEARING SERVICES OF AMERICA,INC.

CRD#: 23623 / SEC#: 8-40560
BD
Cancelled by SEC on 11/19/2004

Contact Information

Established

Missouri since 12/01/1988

Firm Type

Corporation

Fiscal Year End

September

Documents

Direct owners and executive officers

NamePositionCRD#
CSA HOLDINGS, INC.CSA HOLDINGS, INC.—
BOHLMAN, NEAL ALBERTVICE PRESIDENT, COMPLIANCE/ SROP CROP3227546
FELDMAN, HARVEY HAROLDPRESIDENT205886
MERTZ, DEBORAH WYNNEFINANCIAL OPERATIONS PRINCIPAL/CFO1725980
MILES, JOSEPH ANDREWVICE PRESIDENT1104254

Disclosures

Regulatory Event

6

Civil Event

2

Arbitration

6

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1984About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 1982About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Oct 1994About the Series 4 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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