Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobias? Claim Your ProfileTobias Meek is a financial advisor with LPL Financial LLC in APOPKA, FL. Tobias has been in the financial services industry for 10 years, with experience at various firms including Edward Jones, Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., SunTrust Investment Services, Inc., and Invest Financial Corporation. Tobias holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Tobias specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is dedicated to providing personalized financial planning and investment management services to meet individual client needs. Tobias is committed to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/22/2018 - Present
LPL Financial LLC (APOPKA FL)
FL
07/12/2016 - 11/16/2017
INVEST FINANCIAL CORPORATION (WINTER PARK FL)
FL
05/15/2014 - 06/10/2016
SUNTRUST INVESTMENT SERVICES, INC. (GAINESVILLE FL)
FL
12/20/2010 - 04/11/2014
BB&T INVESTMENT SERVICES, INC. (LAKELAND FL)
MO
06/08/2010 - 09/09/2010
EDWARD JONES (ST. LOUIS MO)
VA
09/09/2008 - 01/19/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
IA
Issued 10/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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