William E. Meyer

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CRD#: 1007090

Professional summary

Being a previously registered professional could mean that this person 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.

William Emil Meyer, who also goes by Bill Meyer, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1982. William had worked at 11 firms and has passed the Series 63, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Meyer

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 13, 1995 - September 4, 2002

CLEARING SERVICES OF AMERICA, INC.

CRD#: 23623

ST. LOUIS, MO

Past

July 25, 1994 - October 31, 1995

CORNA SECURITIES, INC.

CRD#: 28663

COLUMBUS, OH

Past

January 23, 1992 - July 13, 1992

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

April 8, 1991 - October 16, 1991

OMNI CAPITAL MARKETS, INCORPORATED

CRD#: 23583

Past

November 9, 1990 - April 11, 1991

CAMELOT INVESTMENT CORP.

CRD#: 21925

Past

August 15, 1988 - September 13, 1990

CORNA AND CO., INC.

CRD#: 8124

COLUMBUS, OH

Past

August 24, 1987 - August 8, 1988

EQUITABLE SECURITIES OF NEW YORK,INC.

CRD#: 14583

Past

November 5, 1986 - September 1, 1987

WILLIAM SCOTT & CO. L.L.C.

CRD#: 14979

Past

December 6, 1985 - November 14, 1986

DENTON & COMPANY, INCORPORATED

CRD#: 1630

Past

March 9, 1984 - January 8, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

April 6, 1982 - November 24, 1982

FIRST SECURITIES CORPORATION OF COLUMBUS

CRD#: 7923

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 5/18/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/20/1994

Registered Options Principal Examination

Current Firm

CLEARING SERVICES OF AMERICA, INC.

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

CRD#: 23623 / SEC#: , 8-40560

Cancelled by SEC on 11/19/2004

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Contact information

Main Address

Mailing Address

Phone number

Established

Missouri since 12/01/1988

Firm type

Corporation

Fiscal year end

September

# of Employees

Documents

Direct owners and executive officers

Name	Position	CRD#
CSA HOLDINGS, INC.	CSA HOLDINGS, INC.
BOHLMAN, NEAL ALBERT	VICE PRESIDENT, COMPLIANCE/ SROP CROP	3227546
FELDMAN, HARVEY HAROLD	PRESIDENT	205886
MERTZ, DEBORAH WYNNE	FINANCIAL OPERATIONS PRINCIPAL/CFO	1725980
MILES, JOSEPH ANDREW	VICE PRESIDENT	1104254

Disclosures

Regulatory Event	6
Civil Event	2
Arbitration	6

Red Flags

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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Firm Stability Insights

William E. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CORNA SECURITIES, INC.

MARINER FINANCIAL SERVICES, INC.

OMNI CAPITAL MARKETS, INCORPORATED

CAMELOT INVESTMENT CORP.

CORNA AND CO., INC.

EQUITABLE SECURITIES OF NEW YORK,INC.

WILLIAM SCOTT & CO. L.L.C.

DENTON & COMPANY, INCORPORATED

E. F. HUTTON & COMPANY INC

FIRST SECURITIES CORPORATION OF COLUMBUS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/18/1984

Series 7

Date: 3/20/1982

Series 4

Date: 10/20/1994

Current Firm

CLEARING SERVICES OF AMERICA, INC.

Contact information

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CLEARING SERVICES OF AMERICA, INC.

TRUST BUT VERIFY

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