Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Ann Bargfrede is a registered investment advisor representative associated with Osaic Wealth, Inc. Meredith has been in the securities industry since August 2022. Meredith is registered with the state of Iowa and Texas. Meredith holds the Series 66, Series 7TO and SIE licenses. In addition to securities, Meredith also works as an insurance agent.
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
IA
12/01/2023 - Present
Osaic Wealth, Inc. (WEBSTER CITY IA)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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