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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Meredith is a financial advisor registered with Fidelity Personal And Workplace Advisors. Jennifer has been in the industry since 2012 and has held previous positions at Morgan Stanley, Fidelity Brokerage Services LLC, USAA Financial Advisors, Inc., LPL Financial LLC, TD Ameritrade, Inc., Charles Schwab & Co., Inc., Chase Investment Services Corp., and BANC ONE SECURITIES CORPORATION. Jennifer is a Certified Financial Planner. Jennifer provides portfolio management for individuals and businesses, financial planning, educational seminars, and selection of other advisors. Jennifer's current location is in Alpharetta, Georgia.
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.
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.
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.
1
2
GA
05/30/2024 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
11/10/2020 - 03/13/2024
MORGAN STANLEY (Atlanta GA)
GA
04/25/2019 - 10/14/2020
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
GA
10/22/2015 - 04/26/2019
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
AL
06/04/2014 - 07/23/2015
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
01/09/2013 - 04/08/2014
TD AMERITRADE, INC. (BIRMINGHAM AL)
AL
09/05/2012 - 11/30/2012
CHARLES SCHWAB & CO., INC. (BIRMINGHAM AL)
TX
07/06/2005 - 07/24/2006
CHASE INVESTMENT SERVICES CORP. (ABILENE TX)
IL
05/30/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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