Unclaimed
Meardean Brewer Malone is an experienced financial professional with over 20 years in the industry. Meardean is currently a Registered Representative with Osaic Wealth, Inc. Prior to that, Meardean was registered with Woodbury Financial Services, Inc., FSC Securities Corporation and Sagepoint Financial, Inc. Meardean specializes in providing financial planning, portfolio management, and pension consulting services to a diverse clientele including individuals, businesses, charitable organizations, and pension and profit-sharing 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.
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.
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2
AZ
04/27/2010 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
12/06/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/13/2004 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/27/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BC
Issued 09/10/2007
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 02/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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