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.

AwardsForum 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.

 

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