Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Stoddard is a financial advisor in BOSTON, MA. Meredith has been working in the financial industry since August 29, 2003. Meredith is currently registered with Fidelity Personal And Workplace Advisors and has been registered with the firm since July 13, 2018. Prior to that, Meredith was registered with RBC DAIN RAUSCHER INC. from July 23, 2002 to July 11, 2003. Meredith holds several licenses, including Series 63, Series 66, Series 7, Series 9, Series 10, Series 24, and SIE. Meredith specializes in providing financial advice to individuals and businesses, including retirement planning, investment management, and college savings. Meredith is also a board member of the Boys and Girls Clubs of Boston and Fukai Kankei Tainken.
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.
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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
07/23/2002 - 07/11/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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