Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meredith? Claim Your ProfileMeredith Connors is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Evansville, IN. Meredith has been in the securities industry for over 10 years, with experience at U.S. BANCORP INVESTMENTS, INC. Meredith has a Series 6, 7, 63 and 65 license. Meredith is a member of FINRA. Meredith is registered in 37 states, and has 37 approved registrations in total. Meredith is also a registered Investment Advisor Representative in Indiana and Texas. Meredith has specializations in fixed income, equities, mutual funds, and variable annuities. Meredith also provides financial planning, portfolio management, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
11/10/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EVANSVILLE IN)
MN
05/20/2013 - 11/10/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 10/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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