Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Meeks is a financial advisor with over 30 years of experience in the industry. Peter is registered with LPL Financial LLC. Peter provides a variety of financial services, including financial planning, portfolio management, and consulting. Peter has a strong track record of success and is committed to helping clients achieve their financial goals. Prior to joining LPL Financial, Peter was with Wells Fargo Advisors. He holds a Series 7, 3, 63, 66 and 24 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
01/06/2025 - Present
LPL Financial LLC (SANDY SPRINGS GA)
GA
01/01/2008 - 09/07/2018
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
05/01/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
NC
05/21/1993 - 05/06/1997
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
08/07/1989 - 06/04/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
02/03/1989 - 08/05/1989
MESA SECURITIES CORPORATION
NA
01/30/1989 - 02/15/1989
F.D. ROBERTS SECURITIES, INC.
BOTH
Issued 05/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1994
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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