Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meili? Claim Your ProfileMeili Barlow is a financial advisor registered with TFO Family Office Partners, a firm that provides family office services and financial consulting services. Meili is also a Chartered Financial Analyst and has experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. She holds Series 63, 65, and 7TO licenses and is registered in Arizona and Texas. Meili has over 10 years of experience in the financial services industry and has a strong understanding of investment strategies and financial planning. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services & financial consulting services
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.
Percentage of net worth
1
2
AZ
05/31/2022 - Present
TFO Family Office Partners (PHOENIX AZ)
NC
11/01/2019 - 12/17/2021
DFA SECURITIES LLC (CHARLOTTE NC)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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