Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Lyon is a registered investment advisor representative with United Planners' Financial Services of America. Meredith has been in the industry since 2015 and holds licenses in 13 states. Meredith previously worked for Raymond James Financial Services, Inc., and Ameriprise Financial Services Inc. Meredith is a public notary and holds a series 66, series 7, and SIE license. Meredith has specialized experience in financial planning, pension consulting, and portfolio management for individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
ME
06/12/2017 - Present
United Planners' Financial Services OF America A Limited Partner (ROCKLAND ME)
ME
05/18/2017 - 06/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Camden ME)
ME
04/20/2015 - 05/19/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CAMDEN ME)
BOTH
Issued 07/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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