Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mea? Claim Your ProfileMea Lynnette Epps is a financial advisor who has been in the industry for over 10 years. Mea is currently registered with Wells Fargo Clearing Services, LLC. Previously, Mea was registered with Wells Fargo Advisors, LLC, Fifth Third Securities, Inc., AIG Retirement Advisors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Mea holds FINRA Series 7 and Series 66 licenses. Mea has a broad range of experience in the financial services industry, with a special focus on retirement planning, investment management, and financial planning for individuals and businesses. Mea works with individuals, families, and businesses of all sizes and levels of wealth.
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.
Investment consulting services to institutional clients
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
MO
11/16/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/20/2014 - 01/13/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
11/06/2008 - 08/03/2009
FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)
TX
03/21/2006 - 09/10/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
MN
07/19/2005 - 10/27/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/19/2005 - 10/27/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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