Unclaimed
Gary Dwayne Meeks is an active investment advisor representative at The Ameriflex Group. Gary has been in the financial services industry since February 8, 1994. Gary has experience providing wealth management and investment advisory services to a range of clients including individuals, businesses, and pension plans. Gary is also an insurance agent and is licensed to sell life and annuities. Gary is committed to providing comprehensive financial planning and investment advisory services to help clients achieve their financial goals.
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.
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.
1
2
UT
05/01/2024 - Present
THE Ameriflex Group (Prince UT)
UT
10/26/2005 - 05/15/2024
CETERA ADVISOR NETWORKS LLC (PRICE UT)
UT
02/09/1994 - 10/26/2005
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IA
Issued 04/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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