Unclaimed
Colin Andrew Meeks is a financial advisor who has been in the industry since 1994. Colin is currently registered with LPL Financial LLC in Baltimore, MD. Colin has a broad range of experience in the financial services industry, having previously worked for National Planning Corporation, ING Financial Partners, Inc., Locust Street Securities, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and F.N. Wolf & Co., Inc. Colin has a number of professional licenses and designations including Series 63, Series 51, Series 24, Series 7, and SIE. Colin is also a Certified Financial Planner. Colin provides a range of services to individuals and businesses, including financial planning, portfolio management, and investment consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/17/2025 - Present
LPL Financial LLC (BALTIMORE MD)
MD
11/17/2004 - 01/04/2013
NATIONAL PLANNING CORPORATION (BALTIMORE MD)
CT
01/01/2004 - 12/13/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
10/04/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
05/31/1994 - 09/30/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/31/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
03/17/1994 - 04/27/1994
F.N. WOLF & CO., INC.
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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