Unclaimed
Rhett Meadows is a financial advisor with over 9 years of experience in the financial services industry. Rhett is currently registered with Cadaret, Grant & Co., Inc. in Syracuse, New York. Rhett is also registered with several other firms including Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., and Sorrento Pacific Financial, LLC. Rhett has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Rhett is a Series 7, Series 63, and Series 24 licensed professional. Rhett specializes in financial planning, pension consulting, and portfolio management.
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.
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.
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2
NY
06/14/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
TX
05/31/2017 - 06/14/2022
D.H. HILL SECURITIES, LLLP (Kingwood TX)
TX
01/03/2017 - 05/31/2017
HARTMAN REAL ASSETS SECURITIES, INC (Houston TX)
TX
07/07/2016 - 01/03/2017
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
TX
04/26/2013 - 02/19/2016
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
TX
02/11/2013 - 06/03/2013
CRESCENT SECURITIES GROUP, INC. (PLANO TX)
BC
Issued 05/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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