Unclaimed
Gregg Cameron Meeks is a financial professional with over 30 years of experience in the industry. Gregg has a wide range of experience, having worked for both Morgan Keegan & Company, Inc. and Trading Services Group, Inc. before joining Raymond James & Associates, Inc. in 2012. Gregg is currently registered in 17 states and holds the Series 7, Series 63, and SIE licenses. Gregg specializes in a variety of financial services, including retirement planning, investment management, and insurance planning.
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.
Please see note in schedule d - miscellaneous
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
TN
09/25/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
05/01/1996 - 03/15/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
GA
07/26/1991 - 05/20/1996
TRADING SERVICES GROUP, INC. (ATLANTA GA)
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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