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Mary Meyers

9 Years of Experience
Minneapolis, MN
Broker

Mary Meyers is a registered investment advisor, based in Minneapolis, MN, with 9 years of industry experience.

Location

2701 University Avenue Se, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mary is an independent contractor as a Notary Public and an employee of The Vitality Group, each requiring minimal time. She also volunteers as a committee member for The Marfran Foundation, dedicating a few hours per week to medical research and awareness.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
August 2018 - August 2023 · 5 yrs
Cri Securities, LLC
August 2018 - October 2021 · 3 yrs 2 mos
Securian Financial Services, INC.Broker
December 2016 - August 2023 · 6 yrs 8 mos
Cri Securities, LLCBroker
December 2016 - October 2021 · 4 yrs 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.