Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Meekins is a financial advisor with over 20 years of experience in the financial services industry. Edward has worked for several firms in the Omaha area, including ProEquities, Inc., LPL Financial LLC, and Primevest Financial Services, Inc., before joining Mariner Wealth in September 2017. Edward holds Series 7, 63, and 66 licenses and has expertise in portfolio management for individuals, businesses, and pooled investment vehicles. Edward is also a registered investment advisor representative for Mariner Wealth.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
NE
01/06/2021 - Present
Mariner Wealth (OMAHA NE)
NE
10/04/2013 - 10/11/2017
PROEQUITIES, INC. (OMAHA NE)
NE
10/31/2007 - 09/04/2013
LPL FINANCIAL LLC (OMAHA NE)
NE
08/22/2001 - 10/31/2007
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
NE
08/02/1999 - 08/03/2001
AMERIVEST, INC. (OMAHA NE)
BOTH
Issued 03/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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