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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Meiss is an investment advisor representative and financial professional at SCF Investment Advisors, Inc.. Rick has been in the financial industry for over 16 years and has a strong understanding of both the investment advisor and broker-dealer sides of the financial industry. Rick is registered as an Investment Advisor Representative (IAR) in Arizona, Indiana, and Texas. Rick is also licensed as a Series 63, Series 65, and Series 7, and Series 24 registered representative. Rick has experience working with high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Rick's specialties include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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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CA
01/11/2017 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
CA
07/11/2011 - 04/20/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/15/2006 - 07/01/2011
EDWARD JONES (SAN DIEGO CA)
IA
Issued 10/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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