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Brian K Meeks ii

Fifth Third Securities, Inc.

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About Brian K Meeks ii

Brian Meeks ii has over 15 years of experience in the financial services industry. Brian has been with Fifth Third Securities, Inc. since August 2015. Brian is a registered representative and investment advisor representative and holds the Series 7, Series 6, Series 24, and Series 66 licenses. Brian has previously worked at L.M. Kohn & Company, ProEquities, Inc., Fidelity Brokerage Services LLC, and W&S Brokerage Services, Inc.

Firm Information

Brian Meeks ii is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

38 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45202

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Meeks ii’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 4/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/8/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/6/2007

Series 7 - General Securities Representative Examination

BC

Issued 4/4/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian K Meeks ii.
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