Terrance Lee Meyer Jr, CLTC®

Wealth Management Advisor

Professional

T Meyer has earned the CLTC designation and his Series 6, 63, and 65 licenses.

CLTC

With the CLTC designation, T has received one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance. The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.

Series 6 License

A general securities license that allows the licensee to sell mutual funds, closed-end funds, and unit investment trusts.

Series 63 License

A securities license administered by the Financial Industry Regulatory Authority (FINRA) that legally permits the holder to solicit orders for any type of security in a particular state.

Series 65 License

Called the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities.

Awards

Forum Symposium logo

T Meyer has earned Forum status, an accomplishment reached by only the top 5% of all Northwestern Mutual representatives nationally, in 2014-2017.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck