Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith McQuaid is a financial advisor with RBC Capital Markets, LLC. Meredith has been in the industry since 2014 and has a strong background in securities and operations. Meredith holds the Series 7, 99, and SIE licenses, as well as the Series 63 license. Meredith has been registered with RBC Capital Markets, LLC since 2017. Previously, Meredith worked with Robert W. Baird & Co. Incorporated and McAdams Wright Ragen, Inc. Meredith works with a wide range of clients, including individuals, families, businesses, and institutions. Meredith specializes in a variety of investment strategies, including portfolio management, financial planning, and retirement planning. Meredith is committed to providing clients with personalized financial advice and guidance.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WA
10/24/2017 - Present
RBC Capital Markets, LLC (BAINBRIDGE ISLAND WA)
WA
11/07/2014 - 09/13/2017
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
WA
04/08/2014 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
BC
Issued 02/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2014
Series 99 - Operations Professional Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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