Verified recordInvestment Banking

Eli Meyer

SVP, Financial Consultant at Webster Investments

Based in Hamden, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Hamden

Industry

Investment Banking

Company size

Contact information

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e•••••••@websterbank.com

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Background

About Eli Meyer

As a Webster Investments Financial Consultant, I provide investment management, retirement planning, and insurance planning through tailored strategies combining state of the art analytical tools with access to a wide array of investment and insurance products. I put my clients first to deliver superior service, advice and competitive performance. I strive to provide the highest level of personal and business financial services in a friendly, professional manner. I can set-up and maintain financial plans to help my clients pursue their financial goals. The products I can provide access to include investment management accounts, separately managed accounts, retirement plans, mutual funds, stocks, bonds, REITs, fixed and variable annuities, life insurance, and long term care insurance. Specialties: FINRA 7, 63 & 65 registrations through LPL Financial, CLTC, CRPC and life insurance license.

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