Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Meek is a financial advisor with over 12 years of experience in the industry. Dennis is registered as a broker-dealer and investment advisor representative in Florida, Georgia, Mississippi, and Nebraska. Dennis is associated with Osaic Wealth, Inc., which is headquartered in Scottsdale, Arizona. Dennis provides a variety of financial services to individuals, businesses, and other institutions, including financial planning, portfolio management, and pension consulting. Dennis also offers educational seminars and assists clients with selecting other advisors. In addition to Dennis's work with Osaic Wealth, Inc., Dennis also owns and operates Dennis Meek & Company, P.A., a tax return preparation, bookkeeping, and consulting firm. Dennis is a member of the Board of Directors for Hope House of Hospitality and a co-founder and Treasurer of Pelican Bay Volunteer Alliance 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.
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.
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.
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2
MS
01/19/2024 - Present
Osaic Wealth, Inc. (RICHLAND MS)
MS
02/10/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RICHLAND MS)
MS
08/11/2011 - 02/15/2021
AVANTAX INVESTMENT SERVICES, INC. (Richland MS)
IA
Issued 12/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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