Unclaimed
Michele Harris Meeks has been a registered representative since 1998 and an investment advisor representative since 2018. Michele is licensed in Oklahoma and Texas. Michele is a Chartered Financial Consultant and has experience in the insurance industry. Michele is affiliated with State Farm Investment Management Corp. and has been with the firm since August 2018. Michele specializes in investment advisory services for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
TX
12/13/2018 - Present
State Farm Investment Management Corp. (SAN ANTONIO TX)
TX
05/18/2000 - 10/22/2015
STATE FARM VP MANAGEMENT CORP. (SAN ANTONIO TX)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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