Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brice Meek is a financial professional with over 20 years of experience in the industry. Robert has served in a variety of roles, including a position with Vanguard Marketing Corporation. Robert currently works with TIAA-CREF Individual & Institutional Services, LLC and is licensed in multiple states to provide both investment advice and brokerage services. Robert's clients include individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
SC
04/29/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (York SC)
NC
09/09/2010 - 09/22/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
SC
03/30/2009 - 09/07/2010
PRUCO SECURITIES, LLC. (MYRTLE BEACH SC)
NC
10/01/2000 - 03/16/2009
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
01/04/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
11/16/1998 - 06/08/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Meek is the right advisor for you? Invested Better is here to help.
