Cristi L. Meyers
Professional summary
Cristi L Meyers, who also goes by Cristi Lynn Meyers, is a registered financial professional currently at CETERA WEALTH SERVICES, LLC located in Homewood, Alabama.
Cristi is registered as a RR (Registered Representative) and started their career in finance in 1986. Cristi has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Cristi L Meyers's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2820 Central Avenue, Homewood, AL 35203March 15, 2018 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
December 19, 2014 - November 30, 2017
OSAIC FS, INC.
December 19, 2014 - November 30, 2017
OSAIC FA, INC.
March 11, 2008 - September 15, 2014
VSR FINANCIAL SERVICES, INC.
January 28, 2002 - March 4, 2008
SECURITIES AMERICA, INC.
October 1, 2001 - November 1, 2001
LASALLE ST SECURITIES, L.L.C.
January 13, 1998 - October 1, 2001
EISNER SECURITIES, INC.
December 6, 1996 - December 3, 1997
SECURITIES AMERICA, INC.
May 27, 1987 - August 13, 1996
WALNUT STREET SECURITIES, INC.
May 23, 1986 - April 14, 1987
NBD BROKERAGE SERVICES, 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
(2/20/2025)
Exams
FINRA
Current Firm
CETERA WEALTH SERVICES, LLC
CRD#: 13572 / SEC#: 801-47342, 8-29577
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CETERA FINANCIAL GROUP, INC. | SOLE MEMBER | |
| BUCHHEISTER, JEFFREY ROBERT | CHIEF FINANCIAL OFFICER | 4709900 |
| BUDEVICH, SERGE | VICE PRESIDENT AND TAX OFFICER | 7996345 |
| BURKOTT, DANIEL PAUL | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 4710068 |
| COAXUM, KOFI SULE | VICE PRESIDENT | 5150018 |
| DOWELL, RODNEY CAMMERON | PRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT | 7376607 |
| FRIES, MATTHEW NEIL KALANI | VICE PRESIDENT | 2723824 |
| GOK, LISA ANNE | SECRETARY | 5059738 |
| GOOLEY, THOMAS ANDREW | MANAGER | 4526760 |
| HALLORAN, THOMAS WILLIAM | VICE PRESIDENT | 1921834 |
| HOLWEGER, KIMBERLEY | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1572778 |
| LEE, WINNIE AI-LING | ASSISTANT SECRETARY | 7381661 |
| MACKAY, TODD CHRISTOPHER | CHIEF EXECUTIVE OFFICER | 2799860 |
| MCCALLOP, PATRICIA RUTHERFORD | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 5059176 |
| MIZUGUCHI, MAURA | CHIEF ACCOUNTING OFFICER AND TREASURER | 5769181 |
| NEARY, JOSEPH DANIEL | MANAGER AND VICE PRESIDENT | 2993505 |
| RAMOS, RAMON | MONEY LAUNDERING REPORTING OFFICER | 2160203 |
| SMILEY, STANLEY ROBERT | VICE PRESIDENT | 3004604 |
| STINSON, TIMOTHY EARL MCCOY | PRESIDENT AND MANAGER | 2272183 |
| STONE, TIMOTHY PATRICK | VICE PRESIDENT | 3038963 |
| VAN HAVERMAAT, DAVID JAMES | ASSISTANT SECRETARY | 7042846 |
| WATTS, ANDREW DAVID | VICE PRESIDENT | 4780880 |
Regulatory assets under management
| Total Number of Accounts | 192,956 |
| AUM (Assets Under Management) | $ 46,651,447,975 |
Disclosures
| Regulatory Event | 19 |
| Civil Event | 2 |
| Arbitration | 15 |
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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Company Information
CETERA WEALTH SERVICES, LLC
CRD#: 13572Homewood, AL 35203TRUST BUT VERIFY
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