Unclaimed
Jeremy Meek is a Certified Financial Planner™ professional with over 8 years of experience in the financial services industry. Jeremy is currently registered as an Investment Advisor Representative in Texas and Virginia. Jeremy is affiliated with D'orazio & Associates, Inc. The firm provides financial planning and investment management services to high-net-worth individuals and other clients. D'orazio & Associates, Inc. is a fee-only firm and charges fixed fees for its services. They also use other methods, such as a percentage of retirement plan consulting assets.
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.
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.
Percentage of retirement plan consulting assets
1
2
VA
08/18/2014 - Present
D'orazio & Associates, Inc. (FALLS CHURCH VA)
IA
Issued 07/17/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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