Robert 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.
Robert Wallace Meyer, who also goes by Bob Meyer, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1970. Robert had worked at 8 firms and has passed the Series 63, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 6, 2006 - August 29, 2014
EDI FINANCIAL, INC.
May 30, 2003 - March 6, 2006
CULLUM & BURKS SECURITIES, INC.
February 6, 2001 - May 15, 2003
FREEDOM FINANCIAL, INC.
January 22, 1992 - December 31, 2000
BROOKSTREET SECURITIES CORPORATION
November 2, 1989 - January 23, 1992
NTB FINANCIAL CORPORATION
January 19, 1981 - November 8, 1989
WALL STREET WEST, INC.
July 29, 1974 - February 16, 1981
HANIFEN, IMHOFF INC.
September 11, 1970 - September 22, 1974
SHEARSON, HAMMILL & CO., INCORPORATED
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 1
Date: 7/28/1967
Registered Representative ExaminationCurrent Firm
EDI FINANCIAL, INC.
CRD#: 15699 / SEC#: , 8-32566
Contact information
Documents
Disclosures
| Regulatory Event | 11 |
| Arbitration | 4 |
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.
