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DALE RAYMOND MEYER
CRD#: 1237623
IA
B
COORDINATED CAPITAL SECURITIES, INC.CRD#: 14762 1250 Femrite Dr. Suite 102
MONONA, WI 53716
MONONA, WI 53716
0
Disclosures
41
Years of Experience
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State Registrations
B
Arizona 1/14/2022
B
Missouri 7/7/2020
B
Colorado 10/14/2013
B
Oklahoma 3/24/2006
B
Florida 8/25/2005
B
Texas 9/23/2019
B
Indiana 1/11/1994
B
Wisconsin 2/6/1991
B
Louisiana 11/27/2023
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Wisconsin 2/6/1991
SRO Registrations
B
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Registered with this firm since 2/6/1991
B
Registered with this firm since 3/19/1991
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 02/06/1991 - 02/28/1991 | ||
B | 04/01/1986 - 02/13/1991 | MINOT, ND | |
B | 02/24/1984 - 04/08/1986 |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.