Unclaimed
Kennith Meeks is an investment advisor representative at Edward Jones. Kennith has been in the financial services industry since December 2010. Kennith is registered to provide investment advice in Indiana and Texas. Kennith has passed the Series 6, Series 7, Series 26, Series 63, and Series 65 exams. In addition, Kennith has passed the Securities Industry Essentials (SIE) exam. Kennith's previous employment includes positions at FORESTERS FINANCIAL SERVICES, INC., FIC and FIRST INVESTORS ADVISORY SERVICES LLC. Kennith is also registered as an investment advisor representative with Edward Jones.
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.
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.
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.
See schedule d - miscellaneous
1
2
IN
08/06/2021 - Present
Edward Jones (Fishers IN)
IN
12/02/2010 - 10/04/2016
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 12/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kennith Meeks is the right advisor for you? Invested Better is here to help.