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AM

Arthur J. Meizner

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CRD#: 1157875
AM

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.

Arthur Jay Meizner, AIF®, CFP®, who also goes by Art Meizner, was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1983. Arthur had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Art Meizner

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.
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC/INVESTMENT RELATED/1300 Hall Boulevard, Suite 1C, Bloomfield, CT 06002/RIA/DIRECTOR-INVESTMENT CONSULTANT SERVICES/START DATE AUG 2006/198HRS PER MONTH/130HRS DURING MARKET PER MONTH/ADVISE PENSION & RETIREMENT PLANS ON INVESTMENTS

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®
AIF®

Experience


Past

January 9, 2018 - April 11, 2023

PENSIONMARK SECURITIES, LLC

BD
CRD#: 283952
Bloomfield, CT
Past

July 1, 2011 - December 31, 2017

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
WEST HARTFORD, CT
Past

December 14, 2006 - November 22, 2023

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

RIA
CRD#: 125791
BLOOMFIELD, CT
Past

December 8, 2005 - June 30, 2011

ENSEMBLE FINANCIAL SERVICES, INC.

BD
CRD#: 17443
WEST HARTFORD, CT
Past

May 11, 2004 - December 13, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HARTFORD , CT
Past

March 25, 2004 - December 13, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 11, 2001 - April 13, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

February 11, 1998 - June 25, 2003

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

July 1, 1992 - January 29, 1998

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

February 5, 1990 - October 1, 1991

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

June 13, 1988 - February 17, 1990

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

March 14, 1988 - June 14, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
Past

May 5, 1987 - January 12, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

July 20, 1983 - May 8, 1987

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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
IAR
Series 65
Date: 5/3/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/17/1994
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/6/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


PS
PENSIONMARK SECURITIES, LLC
PENSIONMARK SECURITIES, LLC | PFG SECURITIES, LLC. | PENSIONMARK SECURITIES, LLC.

CRD#: 283952 / SEC#: , 8-69773

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
24 East Cota Street Suite 200, Santa Barbara, CA 93101
Mailing Address
24 East Cota Street Suite 200, Santa Barbara, CA 93101
Phone number
(888) 201-5488
Established
Delaware since 04/22/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WORLD INVESTMENT ADVISORS, LLCOWNER208512
CARTER, ANA RFINOP, PFO, POO4424794
CURLEY, JONATHAN ECHIEF COMPLIANCE OFFICER827148
HAMMOND, TROY GLENPRESIDENT/CEO2254232

Disclosures


Regulatory Event1

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.

Company Information


PENSIONMARK SECURITIES, LLC

CRD#: 283952

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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