Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Meske is an investment advisor representative with TCP Asset Management, LLC. David has been in the industry since 2000 and has a wide range of experience in the financial services industry. David has held positions with several firms, including Lincoln Financial Advisors Corporation, Securities America, Inc. and United Planners Financial Services of America. David has a strong commitment to providing clients with personalized financial planning and investment advice. David is a dedicated professional who is committed to helping his clients achieve their financial goals. David also serves as a Trustee for The Elosh Preservation Trust of Richard Elosh and Vickie Elosh.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor's fees
1
2
OH
07/06/2021 - Present
TCP Asset Management, LLC (UPPER ARLINGTON OH)
OH
01/22/2015 - 10/28/2016
SECURITIES AMERICA, INC. (COLUMBUS OH)
OH
04/19/2000 - 05/22/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBUS OH)
IN
04/19/2000 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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