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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meade? Claim Your ProfileMeade Whitaker is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Glenview, IL. Meade Whitaker has been working in the financial services industry since March 15, 2006 and is registered with FINRA and several state securities regulators. Cambridge Investment Research Advisors, Inc. provides a variety of financial services, including financial planning, portfolio management, and retirement planning. Meade Whitaker is a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
08/13/2009 - Present
Cambridge Investment Research Advisors, Inc. (Glenview IL)
IL
03/15/2006 - 08/13/2009
WATERSTONE FINANCIAL GROUP, INC. (PARK RIDGE IL)
BC
Issued 04/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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