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Meredith Chu McDonald

Nuveen Securities, LLC

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About Meredith Chu McDonald

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.

Firm Information

Meredith McDonald is currently registered with Nuveen Securities, LLC. Nuveen Securities, LLC is a Limited Liability Company formed in September 1967. The firm is registered in 53 states and has one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Meredith McDonald’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meredith Chu McDonald.
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