Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Meredith is a financial advisor currently registered with Charles Schwab & CO., Inc.. Christopher is a licensed financial advisor with over 23 years of experience in the industry. Christopher is also licensed in the state of New Jersey as a Registered Representative and an Investment Advisor Representative. Christopher's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Securities LLC, Spear, Leeds & Kellogg, Andover Brokerage, L.L.C., and Principal Financial Securities, INC.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
08/09/2013 - Present
Charles Schwab & CO., Inc. (Hillsborough NJ)
NY
09/03/2010 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/06/2007 - 07/07/2010
ASSENT LLC (NEW YORK NY)
NY
04/27/2000 - 04/17/2007
UBS SECURITIES LLC (NEW YORK NY)
NY
06/26/1997 - 04/01/1998
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
NY
05/08/1997 - 12/11/1997
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
TX
10/18/1996 - 03/20/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BOTH
Issued 08/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/30/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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