Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maredith? Claim Your ProfileMaredith Elizabeth Houk is a registered representative of Wells Fargo Clearing Services, LLC in Oak Brook, Illinois. Maredith has been in the securities industry since June 2017 and has a Series 7, Series 63, Series 9, Series 10, Series 24, Series 66, Series 99TO and SIE. Maredith was previously affiliated with David A. Noyes & Company in Indianapolis, Indiana. Maredith specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
IL
04/21/2020 - Present
Wells Fargo Clearing Services, LLC (OAK BROOK IL)
IN
06/03/2017 - 01/25/2018
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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