Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Meeker is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Keith has been in the securities industry since 2004. Keith has a Series 7, Series 66, and SIE license and is registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virgin Islands, Washington, and Wisconsin. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Keith was employed by BANC OF AMERICA INVESTMENT SERVICES, INC. and SAXONY SECURITIES, INC. Keith specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
02/15/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TEMECULA CA)
CA
11/10/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TEMECULA CA)
MO
04/02/2004 - 04/29/2005
SAXONY SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 06/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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