Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe David Meals is a financial advisor associated with FCG Investment Co. based in Germantown, TN. Joe has been in the financial industry for more than 30 years. His experience includes positions with Trading Services Group, Inc., Total Resources, Inc., Furman Selz Mager Dietz & Birney Incorporated, Dean Witter Reynolds Inc., and E. F. Hutton & Company Inc. Joe holds the Series 3, 4, 7, 8, 24, 27, 53, 63, and 65 licenses. Joe is currently registered with the state of Tennessee.
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.
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.
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2
TN
10/30/2020 - Present
FCG Investment Co. (GERMANTOWN TN)
TN
06/07/1990 - 08/25/2008
TRADING SERVICES GROUP, INC. (MEMPHIS TN)
NY
07/17/1989 - 06/01/1990
TOTAL RESOURCES, INC. (NEW YORK NY)
NY
10/03/1988 - 06/01/1990
FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED (NEW YORK NY)
NA
01/15/1988 - 07/20/1988
DEAN WITTER REYNOLDS INC.
NA
08/21/1984 - 02/12/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/23/1990
Series 4 - Registered Options Principal Examination
BC
Issued 11/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 08/31/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/08/1984
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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