Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joey? Claim Your ProfileJoey Mecham is a wealth manager at The Ameriflex Group and has been in the industry since August 1994. Joey provides financial planning, estate planning and insurance planning advice. Joey also trades for clients. Joey is registered with the state of Nevada as an 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.
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
NV
07/15/2020 - Present
THE Ameriflex Group (Reno NV)
NV
06/29/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RENO NV)
NV
08/31/1994 - 07/06/2020
AMERIPRISE FINANCIAL SERVICES, LLC (RENO NV)
MN
08/31/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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