Unclaimed
Kirke Stanley Meeks is an investment advisor representative at Meeks Wealth Management, LLC based in Scottsdale, AZ. Kirke has been in the industry since 2001 and holds both a Series 63 and 65 license. Kirke has a specialization in portfolio management for both individuals and businesses. Kirke's firm currently manages over 65 million dollars in 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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/27/2019 - Present
Meeks Wealth Management, LLC (SCOTTSDALE AZ)
AZ
10/01/2008 - 06/03/2009
J.P. MORGAN SECURITIES INC. (SCOTTSDALE AZ)
AZ
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SCOTTSDALE AZ)
AZ
09/12/2001 - 07/01/2006
BANC ONE SECURITIES CORPORATION (SCOTTSDALE AZ)
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/20/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kirke Meeks is the right advisor for you? Invested Better is here to help.