Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Meyer is a registered representative with Charles Schwab & Co., Inc. Meredith has been in the financial services industry since 2006. Previously, Meredith worked as a registered representative with TD Ameritrade, Inc., Scottrade, Inc., First Clearing, LLC, Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and Ameriprise Financial Services, Inc.. Meredith holds the following licenses: Series 66, Series 53, Series 4, Series 24, Series 52TO, Series 34, Series 3, SIE, and Series 7. Meredith is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Meredith is a financial planning advisor and offers financial planning advice, selection of other advisors, and wrap fee program sponsors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
01/11/2022 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
MO
02/26/2018 - 07/26/2022
TD AMERITRADE, INC. (St Louis MO)
MO
11/19/2013 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
11/28/2012 - 11/05/2013
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
11/28/2012 - 11/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
11/28/2012 - 11/05/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
07/16/2009 - 11/20/2012
SCOTTRADE, INC. (ST. LOUIS MO)
MO
11/16/2006 - 06/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/27/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/22/2021
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/30/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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