Unclaimed
Meredith Mowen is a registered Investment Advisor Representative. Meredith is currently employed at 1919 Investment Counsel, LLC. Meredith has been working in the securities industry since May 2003. Meredith holds a Series 65 license. Meredith is registered to provide investment advice in Maryland.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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MD
09/20/2007 - Present
1919 Investment Counsel, LLC (BALTIMORE MD)
IA
Issued 08/26/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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