Milton F. Meissner Jr.
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.
Milton Frederick Meissner Jr., who also goes by M. Frederick Meissner Jr., Milton Frederick Meissner Jr, Milton Frederick Meissner, was a registered financial professional .
Milton is a previously registered financial professional and started their career in finance in 1983. Milton had worked at 11 firms and has passed the Series 63, Series 87, Series 15, Series 3, Series 7, Series 53, Series 4, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 23, 2012 - June 4, 2013
GLOBAL-AMERICAN INVESTMENTS, INC.
February 19, 2010 - September 17, 2010
LAMON & STERN, INC.
February 18, 2005 - April 24, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 11, 2003 - January 18, 2005
GLB TRADING, INC
June 1, 2001 - April 26, 2002
GLOBALVEST SECURITIES, (USA), INC
March 1, 2001 - May 29, 2001
SHEARSON FINANCIAL SERVICES, LLC
October 17, 1989 - June 18, 1999
THE ROBINSON-HUMPHREY COMPANY, LLC
July 20, 1987 - June 12, 1989
MORGAN STANLEY DW INC.
February 3, 1987 - July 13, 1987
CORNWALL, ABBOTT & GRAY, INC.
March 11, 1986 - March 3, 1987
YAEGER SECURITIES, INC.
August 24, 1983 - March 14, 1986
INTERFIRST CAPITAL CORPORATION
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
Series 15
Date: 1/13/1988
Foreign Currency Options ExaminationCurrent Firm
GLOBAL-AMERICAN INVESTMENTS, INC.
CRD#: 41802 / SEC#: , 8-49582
Contact information
Documents
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.
