Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Baker Freeman is an experienced financial advisor with over 15 years in the industry. Meredith is a registered representative with Accurate Wealth Management, LLC, and holds a Series 6, 7, 63, and 66 licenses. Prior to joining Accurate Wealth Management, LLC, Meredith worked with OSAIC WEALTH, INC., Signator Investors, Inc., and Hornor, Townsend & Kent, Inc. Meredith specializes in financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/03/2024 - Present
Accurate Wealth Management, LLC (Wesley Chapel FL)
FL
11/02/2018 - 11/01/2023
OSAIC WEALTH, INC. (TAMPA FL)
FL
05/12/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
01/08/2016 - 05/18/2017
HORNOR, TOWNSEND & KENT, INC. (TAMPA FL)
NY
12/05/2011 - 04/24/2012
AGILE PT GROUP LLC (NEW YORK NY)
NY
07/11/2011 - 11/30/2011
CHIMERA SECURITIES, LLC (NEW YORK NY)
NY
03/04/2009 - 02/01/2011
KERN, SUSLOW SECURITIES, INC. (NEW YORK NY)
NY
01/17/2003 - 06/13/2007
THE BENCHMARK COMPANY, LLC (NEW YORK NY)
NY
11/13/2001 - 06/27/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 05/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2003
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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