Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Connelly is a financial advisor with Cambridge Investment Research Advisors, Inc. Meredith has been a financial advisor since 2003. Meredith is registered to provide investment advice in Iowa. Meredith holds the following licenses: Series 66, Series 63, Series 7 and SIE. Meredith has previous experience with Lincoln Investment, PRUCO Securities, LLC., Edward Jones, Summit Brokerage Services, Inc., and VSR Financial Services, Inc. Meredith is currently registered with Cambridge Investment Research Advisors, Inc. and Jordan Creek Financial Solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
09/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (West Des Moines IA)
IA
05/12/2022 - 07/18/2022
LINCOLN INVESTMENT (Decorah IA)
IA
01/13/2021 - 05/28/2021
PRUCO SECURITIES, LLC. (West Des Moines IA)
IA
02/28/2018 - 05/20/2020
EDWARD JONES (Des Moines IA)
IA
09/01/2016 - 07/28/2017
SUMMIT BROKERAGE SERVICES, INC. (WEST DES MOINES IA)
IA
08/12/2003 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
BOTH
Issued 04/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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