Unclaimed
Tillman Meetze is a financial advisor with over 20 years of experience. Tillman works with both individuals and businesses to provide comprehensive financial planning and investment management services. Tillman currently works with Mutual Of Omaha Investor Services, Inc., a firm that provides investment management and financial planning services to a variety of clients, including individuals, families, and businesses. Prior to joining Mutual Of Omaha Investor Services, Tillman worked for MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Securities Inc., LPL Financial LLC, Questar Capital Corporation, ING Financial Partners, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Tillman is licensed to sell securities in California and South Carolina and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Tillman holds the Series 6, 7, and 66 securities licenses, as well as the SIE exam.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees and third party money manager fees
1
2
SC
03/05/2020 - Present
Mutual OF Omaha Investor Services, Inc. (West Columbia SC)
SC
03/25/2017 - 12/26/2019
MML INVESTORS SERVICES, LLC (COLUMBIA SC)
SC
04/08/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLUMBIA SC)
SC
03/18/2016 - 04/08/2016
METLIFE SECURITIES INC. (COLUMBIA SC)
SC
10/30/2013 - 04/01/2016
LPL FINANCIAL LLC (COLUMBIA SC)
SC
12/06/2011 - 11/05/2013
QUESTAR CAPITAL CORPORATION (COLUMBIA SC)
SC
10/02/2009 - 11/11/2011
ING FINANCIAL PARTNERS, INC. (COLUMBIA SC)
SC
01/01/2008 - 10/02/2009
WELLS FARGO ADVISORS, LLC (COLUMBIA SC)
SC
06/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBIA SC)
MI
07/01/2002 - 06/14/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MOUNT PLEASANT MI)
MN
04/12/2002 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MA
03/05/1998 - 06/29/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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