Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Eugene Meredith is a financial advisor with over 17 years of experience in the financial services industry. Don is a registered representative and investment advisor representative with Integrated Wealth Concepts LLC. Don's expertise spans financial planning, portfolio management for individuals, and selection of other advisors. Don has a wide range of experience working with various clients including individuals, corporations, charitable organizations, and retirement plans.
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.
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.
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VA
10/28/2016 - Present
Integrated Wealth Concepts LLC (CHESAPEAKE VA)
VA
05/06/2011 - 11/15/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CHESAPEAKE VA)
VA
08/03/2005 - 05/13/2011
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
MN
08/03/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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