Unclaimed
Brent Meilinger is a financial advisor with Waldron Private Wealth. Brent has been in the financial services industry since 2019 and has a strong understanding of investment strategies and financial planning. Brent is also a Certified Financial Planner, which means that they have met rigorous education and experience requirements. Brent provides investment advice to both individuals and families.
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.
Insurance planning
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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PA
05/26/2023 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
IA
Issued 05/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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