Unclaimed
Jeremy Houston Meeks is a financial advisor with over 20 years of experience in the industry. Jeremy currently works with LPL Financial LLC in Muscle Shoals, Alabama and Spring Hill, Tennessee. Jeremy has a strong background in financial planning, portfolio management, and investment advice. Jeremy is a Registered Representative and Investment Advisor Representative.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
01/26/2022 - Present
LPL Financial LLC (MUSCLE SHOALS AL)
TN
10/15/2001 - 12/19/2005
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
MA
11/08/2000 - 09/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/08/2000 - 09/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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