Chris W. Meyer
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.
Chris William Meyer was a registered financial professional .
Chris is a previously registered financial professional and started their career in finance in 1983. Chris had worked at 7 firms and has passed the Series 66, Series 63, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 1, 2012 - March 15, 2013
STOECKLER FINANCIAL ADVISORY SERVICES, LLC
August 18, 2008 - December 31, 2017
STRATEGIC BENEFIT SOLUTIONS, INC.
December 17, 2004 - August 21, 2008
ANNEX WEALTH MANAGEMENT, LLC
September 15, 2003 - September 10, 2008
SII INVESTMENTS, INC.
December 1, 1995 - September 10, 2008
SII INVESTMENTS, INC.
February 23, 1994 - December 5, 1995
OGILVIE SECURITY ADVISORS CORPORATION
April 26, 1983 - February 14, 1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
April 26, 1983 - February 14, 1994
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STOECKLER FINANCIAL ADVISORY SERVICES, LLC
CRD#: 143669 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 290 |
| AUM (Assets Under Management) | $ 40,199,815 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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