Claus D Meyer

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Raymond James & Associates
  Medina, OH

Previous Registrations

• 2007-01-25 → 2012-06-15
  Edward Jones
  Brunswick, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-07

Designations

• Certified Financial Planner

Other Names

• Klaus Dieter Meyer
• Claus D Meyer
• Klaus D Meyer