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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kent Meek is a financial advisor with over 28 years of experience in the financial services industry. Currently, Timothy Meek is a Registered Representative with Raymond James Financial Services Advisors, Inc. Timothy Meek has previously worked at Edward Jones, CitiCorp Investment Services, Scudder Investor Services, Inc., and Edward D. Jones & Co., L.P. Timothy Meek holds the Series 63, 65, 66, 7, and SIE licenses. Timothy Meek specializes in serving individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
09/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (Linton IN)
IN
02/20/1998 - 09/24/2021
EDWARD JONES (LINTON IN)
NY
11/12/1996 - 01/23/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
10/06/1993 - 10/24/1996
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MO
10/20/1992 - 03/12/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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