Unclaimed
Brian Meeks ii is a financial advisor with Fifth Third Securities, Inc. Brian has been in the securities industry since May 6, 2008. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, 6, 24 and SIE licenses. Brian is also registered with the state of Kentucky, and Ohio. Prior to joining Fifth Third Securities, Inc., Brian was registered with L.M. KOHN & COMPANY, PROEQUITIES, INC., FIDELITY BROKERAGE SERVICES LLC, and W&S BROKERAGE SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
OH
08/07/2015 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
05/28/2014 - 03/17/2015
L.M. KOHN & COMPANY (CINCINNATI OH)
OH
06/13/2012 - 12/31/2012
PROEQUITIES, INC. (LOVELAND OH)
KY
07/09/2007 - 02/16/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
01/10/2007 - 07/25/2007
PROEQUITIES, INC. (CINCINNATI OH)
OH
05/22/2006 - 08/29/2006
W&S BROKERAGE SERVICES, INC. (BLUE ASH OH)
PA
04/05/2005 - 09/21/2005
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 04/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Meeks ii is the right advisor for you? Invested Better is here to help.