Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Berger Fogel has been a registered representative since 1994 and an Investment Advisor Representative since 1999. Meredith is currently registered with Kestra Investment Services, LLC in Paramus, New Jersey. Meredith has prior experience with Carlin Equities Corp. and Sands Brothers & Co., LTD.
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.
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.
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2
NJ
12/23/2014 - Present
Kestra Investment Services, LLC (Paramus NJ)
NY
03/11/2004 - 01/04/2005
CARLIN EQUITIES CORP. (NEW YORK NY)
NY
05/01/1995 - 11/27/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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