Unclaimed
Meredith Chu McDonald is a registered representative with Nuveen Securities, LLC and is licensed to conduct business in all 50 states. Meredith joined Nuveen Securities, LLC after working with TCG Capital Markets L.L.C. and TCG Securities, L.L.C. Meredith has been in the financial services industry since 2009 and is a Series 7, Series 24, Series 31 and Series 66 licensed professional.
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.
1
2
NY
01/05/2023 - Present
Nuveen Securities, LLC (New York NY)
DC
01/03/2022 - 08/12/2022
TCG CAPITAL MARKETS L.L.C. (Washington DC)
DC
09/22/2011 - 12/31/2021
TCG SECURITIES, L.L.C. (WASHINGTON DC)
NY
09/09/2008 - 09/13/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 12/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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